OHIS
XYZ

Oak Harvest Investment Services’s Block, Inc. XYZ Stock Holding History

Oak Harvest Investment Services’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
Q1 		– Sell
-22,842
Closed -$3.69M – 87
2021
Q4 		$3.69M Buy
22,842
+1,047
+5% +$169K 0.92% 48
2021
Q3 		$5.23M Buy
21,795
+2,978
+16% +$714K 1.52% 28
2021
Q2 		$4.59M Buy
18,817
+7,776
+70% +$1.9M 1.51% 30
2021
Q1 		$2.51M Buy
+11,041
New +$2.51M 0.96% 47