SFS
XYZ

Stiles Financial Services’s Block, Inc. XYZ Stock Holding History

Stiles Financial 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
2022
Q4 		– Sell
-5,234
Closed -$288K – 190
2022
Q3 		$288K Hold
5,234
– – 0.17% 131
2022
Q2 		$322K Buy
5,234
+50
+1% +$3.08K 0.19% 122
2022
Q1 		$703K Sell
5,184
-291
-5% -$39.5K 0.35% 79
2021
Q4 		$884K Buy
+5,475
New +$884K 0.43% 69