NCM
XYZ

New Capital Management’s Block Inc XYZ Stock Holding History

New Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$10K Hold
44
– – 0.01% 106
2020
Q4 		$10K Hold
44
– – 0.01% 115
2020
Q3 		$7K Hold
44
– – 0.01% 110
2020
Q2 		$5K Hold
44
– – 0.01% 111
2020
Q1 		$2K Hold
44
– – ﹤0.01% 99
2019
Q4 		$3K Hold
44
– – 0.01% 123
2019
Q3 		$3K Hold
44
– – ﹤0.01% 122
2019
Q2 		$3K Hold
44
– – 0.01% 121
2019
Q1 		$3K Hold
44
– – 0.01% 123
2018
Q4 		$2K Buy
+44
New +$3.11K ﹤0.01% 117

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AIM
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Jennison Associates
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Sands Capital Management
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State Street
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NAMA
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