Novare Capital Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,719
Closed -$412K 168
2021
Q3
$412K Buy
1,719
+4
+0.2% +$959 0.05% 112
2021
Q2
$418K Buy
+1,715
New +$418K 0.05% 112