MAFM
XYZ

Mid Atlantic Financial Management’s Block, Inc. XYZ Stock Holding History

Mid Atlantic Financial Management’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 		$437K Buy
1,823
+725
+66% +$174K 0.03% 507
2021
Q2 		$268K Sell
1,098
-389
-26% -$94.9K 0.02% 716
2021
Q1 		$338K Sell
1,487
-2,027
-58% -$461K 0.02% 578
2020
Q4 		$765K Buy
3,514
+1,913
+119% +$416K 0.06% 292
2020
Q3 		$295K Buy
+1,601
New +$295K 0.03% 521