Kathryn A. Hall’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-6,248
Closed -$453K 39
2019
Q2
$453K Buy
+6,248
New +$453K 0.36% 30
2017
Q3
Sell
-38,888
Closed -$912K 7
2017
Q2
$912K Buy
+38,888
New +$912K 1.15% 4