SMF
XYZ

Sterling Manor Financial’s Block, Inc. XYZ Stock Holding History

Sterling Manor Financial’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
-1,835
Closed -$440K – 103
2021
Q3 		$440K Buy
1,835
+3
+0.2% +$719 0.37% 40
2021
Q2 		$447K Sell
1,832
-268
-13% -$65.4K 0.36% 44
2021
Q1 		$477K Sell
2,100
-1,280
-38% -$291K 0.42% 41
2020
Q4 		$736K Buy
+3,380
New +$736K 0.68% 29