McAdam LLC’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-107
Closed -$10K 644
2018
Q3
$10K Sell
107
-23
-18% -$2.15K ﹤0.01% 342
2018
Q2
$8K Buy
130
+119
+1,082% +$7.32K ﹤0.01% 353
2018
Q1
$1K Buy
+11
New +$1K ﹤0.01% 716