NERM
XYZ

New England Research & Management’s Block, Inc. XYZ Stock Holding History

New England Research & 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
2019
Q3 		– Sell
-9,200
Closed -$667K – 186
2019
Q2 		$667K Sell
9,200
-50
-0.5% -$3.63K 0.45% 84
2019
Q1 		$693K Buy
9,250
+1,000
+12% +$74.9K 0.47% 76
2018
Q4 		$463K Buy
+8,250
New +$463K 0.36% 91