JIC
XYZ

Joel Isaacson & Co’s Block, Inc. XYZ Stock Holding History

Joel Isaacson & Co’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,625
Closed -$390K – 318
2021
Q3 		$390K Buy
1,625
+10
+0.6% +$2.4K 0.03% 213
2021
Q2 		$394K Buy
1,615
+90
+6% +$22K 0.03% 203
2021
Q1 		$346K Buy
+1,525
New +$346K 0.03% 201