Kiley Juergens Wealth Management’s Block, Inc. XYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-500	Closed	-$49K	–	686
2018 Q3	$49K	Hold	500	–	–	0.04%	236
2018 Q2	$30K	Buy	+500	New	+$30K	0.03%	270
2018 Q1	–	Sell	-500	Closed	-$17K	–	627
2017 Q4	$17K	Buy	+500	New	+$17K	0.02%	376