Lee Capital Asset Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-22,579
Closed -$1.4M 36
2019
Q3
$1.4M Sell
22,579
-7,246
-24% -$449K 2.04% 19
2019
Q2
$2.16M Buy
+29,825
New +$2.16M 2.84% 17