Independent Portfolio Consultants’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$235K Sell
10,008
-2,012
-17% -$47.2K 0.1% 267
2017
Q1
$208K Buy
+12,020
New +$208K 0.07% 324