PM
XYZ

Precept Management’s Block, Inc. XYZ Stock Holding History

Precept 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
2017
Q2 		– Sell
-50,000
Closed -$864K – 63
2017
Q1 		$864K Hold
50,000
– – 0.86% 30
2016
Q4 		$682K Buy
+50,000
New +$682K 0.51% 40