OIS
XYZ

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

Okabena 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
-1,028
Closed -$166K – 199
2021
Q4 		$166K Sell
1,028
-2,873
-74% -$464K 0.06% 109
2021
Q3 		$936K Buy
+3,901
New +$936K 0.49% 56
2021
Q2 		– Sell
-3,299
Closed -$749K – 101
2021
Q1 		$749K Buy
+3,299
New +$749K 0.4% 50