NRS
XYZ

Neville Rodie & Shaw’s Block, Inc. XYZ Stock Holding History

Neville Rodie & Shaw’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,910
Closed -$255K – 259
2022
Q1 		$255K Hold
1,910
– – 0.02% 241
2021
Q4 		$308K Sell
1,910
-550
-22% -$88.7K 0.02% 223
2021
Q3 		$590K Buy
+2,460
New +$590K 0.05% 168