SAS
XYZ

Stelac Advisory Services’s Block, Inc. XYZ Stock Holding History

Stelac Advisory Services’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-743
Closed -$178K – 233
2021
Q3 		$178K Sell
743
-1,922
-72% -$460K 0.05% 188
2021
Q2 		$650K Sell
2,665
-90
-3% -$22K 0.15% 110
2021
Q1 		$626K Buy
2,755
+891
+48% +$202K 0.23% 87
2020
Q4 		$406K Buy
+1,864
New +$406K 0.11% 119