PMG
XYZ

ProVise Management Group’s Block, Inc. XYZ Stock Holding History

ProVise Management Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,821
Closed -$302K – 315
2019
Q4 		$302K Sell
4,821
-24
-0.5% -$1.5K 0.04% 243
2019
Q3 		$300K Buy
+4,845
New +$300K 0.04% 241