Ironwood Investment Counsel’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,430
Closed -$342K 218
2021
Q3
$342K Buy
1,430
+297
+26% +$71K 0.09% 146
2021
Q2
$276K Sell
1,133
-30
-3% -$7.31K 0.07% 163
2021
Q1
$264K Sell
1,163
-275
-19% -$62.4K 0.08% 163
2020
Q4
$312K Buy
+1,438
New +$312K 0.07% 168