PHS
XYZ

Pekin Hardy Strauss’s Block, Inc. XYZ Stock Holding History

Pekin Hardy Strauss’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
Q4 		– Sell
-2,300
Closed -$552K – 358
2021
Q3 		$552K Buy
2,300
+300
+15% +$72K 0.08% 209
2021
Q2 		$488K Sell
2,000
-100
-5% -$24.4K 0.07% 217
2021
Q1 		$477K Buy
2,100
+50
+2% +$11.4K 0.08% 203
2020
Q4 		$446K Buy
+2,050
New +$446K 0.08% 183