L.M. Kohn & Company’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,532
Closed -$344K 258
2022
Q1
$344K Buy
+2,532
New +$344K 0.13% 176