RMP
XYZ

Richards, Merrill & Peterson’s Block, Inc. XYZ Stock Holding History

Richards, Merrill & Peterson’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-780
Closed -$42.4K – 497
2025
Q1 		$42.4K Buy
780
+50
+7% +$2.72K 0.02% 263
2024
Q4 		$62K Buy
+730
New +$62K 0.03% 224