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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-4,220
Closed -$316K 137
2019
Q1
$316K Sell
4,220
-1,000
-19% -$74.9K 0.06% 109
2018
Q4
$293K Buy
+5,220
New +$293K 0.06% 111