QIM
XYZ

Quest Investment Management’s Block, Inc. XYZ Stock Holding History

Quest Investment 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
2021
Q4 		– Sell
-21,388
Closed -$5.13M – 98
2021
Q3 		$5.13M Buy
21,388
+995
+5% +$239K 0.47% 56
2021
Q2 		$4.97M Sell
20,393
-408
-2% -$99.5K 0.45% 56
2021
Q1 		$4.72M Buy
+20,801
New +$4.72M 0.43% 57