RFA
XYZ

Reilly Financial Advisors’s Block Inc XYZ Stock Holding History

Reilly Financial Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$34K Buy
2021
Q3 		$49K Hold
2021
Q2 		$50K Buy
2021
Q1 		$22K Buy
2020
Q4 		$15K Buy
2020
Q3 		$3K Sell
2020
Q2 		$5K Buy
2019
Q1 		– Sell
2018
Q4 		$16K Buy
2017
Q4 		– Sell
2017
Q3 		$6K Hold
2017
Q2 		$5K Buy