KLI
XYZ

Kelman-Lazarov Inc’s Block, Inc. XYZ Stock Holding History

Kelman-Lazarov Inc’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,200
Closed -$14K – 366
2016
Q3 		$14K Hold
1,200
– – 0.01% 272
2016
Q2 		$11.1K Hold
1,200
– – 0.01% 275
2016
Q1 		$17K Buy
+1,200
New +$17K 0.01% 256