L. Roy Papp & Associates’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,338
Closed -$216K 180
2021
Q4
$216K Buy
1,338
+18
+1% +$2.91K 0.02% 172
2021
Q3
$317K Hold
1,320
0.04% 154
2021
Q2
$322K Buy
+1,320
New +$322K 0.04% 154