S.R. Schill & Associates’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,846
Closed -$443K 95
2021
Q3
$443K Buy
+1,846
New +$443K 0.19% 53