PP
XYZ

Patten & Patten’s Block, Inc. XYZ Stock Holding History

Patten & Patten’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
Q2 		– Sell
-1,044
Closed -$237K – 279
2021
Q1 		$237K Hold
1,044
– – 0.02% 248
2020
Q4 		$227K Buy
+1,044
New +$227K 0.02% 239