MSA
XYZ

Marino Stram & Associates’s Block, Inc. XYZ Stock Holding History

Marino Stram & Associates’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,018
Closed -$248K – 302
2021
Q2 		$248K Buy
+1,018
New +$248K 0.06% 231
2019
Q2 		– Sell
-23
Closed -$2K – 587
2019
Q1 		$2K Buy
23
+8
+53% +$696 ﹤0.01% 559
2018
Q4 		$1K Buy
+15
New +$1K ﹤0.01% 598