RPCONE
XYZ

Retirement Planning Company of New England’s Block, Inc. XYZ Stock Holding History

Retirement Planning Company of New England’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-583
Closed -$94K – 932
2021
Q4 		$94K Buy
+583
New +$94K 0.05% 314