Pin Oak Investment Advisors’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-56
Closed -$12K 437
2020
Q4
$12K Buy
+56
New +$12K 0.01% 321
2019
Q4
Sell
-60
Closed -$4K 420
2019
Q3
$4K Hold
60
﹤0.01% 384
2019
Q2
$4K Buy
+60
New +$4K ﹤0.01% 428