Rikoon Group’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$241K Sell
1,060
-2
-0.2% -$455 0.06% 212
2020
Q4
$231K Buy
+1,062
New +$231K 0.06% 206