Lee, Danner & Bass’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-150
Closed -$12.7K 747
2024
Q4
$12.7K Buy
+150
New +$12.7K ﹤0.01% 509