OAM
XYZ

Optimal Asset Management’s Block, Inc. XYZ Stock Holding History

Optimal Asset 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
2021
Q3 		$758K Buy
3,161
+4
+0.1% +$959 0.09% 266
2021
Q2 		$770K Hold
3,157
– – 0.09% 278
2021
Q1 		$717K Buy
+3,157
New +$717K 0.09% 274