RW
XYZ

Rand Wealth’s Block, Inc. XYZ Stock Holding History

Rand Wealth’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		$1.48M Sell
14,900
-3,395
-19% -$336K 0.17% 134
2018
Q2 		$1.13M Sell
18,295
-380
-2% -$23.4K 0.13% 143
2018
Q1 		$919K Buy
18,675
+2,350
+14% +$116K 0.1% 148
2017
Q4 		$566K Buy
+16,325
New +$566K 0.06% 172