LA
XYZ

LM Advisors’s Block, Inc. XYZ Stock Holding History

LM Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-143
Closed -$11.1K – 729
2023
Q4 		$11.1K Buy
+143
New +$11.1K ﹤0.01% 516