JPMIA
XYZ

J.P. Marvel Investment Advisors’s Block, Inc. XYZ Stock Holding History

J.P. Marvel Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-40,782
Closed -$2.14M – 68
2020
Q1 		$2.14M Sell
40,782
-860
-2% -$45K 0.81% 37
2019
Q4 		$2.61M Sell
41,642
-2,310
-5% -$145K 0.75% 42
2019
Q3 		$2.72M Buy
+43,952
New +$2.72M 0.87% 42