PP
XYZ

Professional Planning’s Block, Inc. XYZ Stock Holding History

Professional Planning’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
Q3 		$1.06M Sell
4,411
-13
-0.3% -$3.12K 0.5% 39
2021
Q2 		$1.08M Sell
4,424
-546
-11% -$133K 0.5% 40
2021
Q1 		$1.13M Buy
4,970
+894
+22% +$203K 0.55% 37
2020
Q4 		$887K Buy
+4,076
New +$887K 0.36% 57