SFO
XYZ

Stokes Family Office’s Block, Inc. XYZ Stock Holding History

Stokes Family Office’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
-1,323
Closed -$317K – 262
2021
Q3 		$317K Buy
1,323
+157
+13% +$37.6K 0.04% 180
2021
Q2 		$284K Buy
1,166
+118
+11% +$28.7K 0.04% 181
2021
Q1 		$238K Buy
1,048
+12
+1% +$2.73K 0.04% 180
2020
Q4 		$225K Buy
+1,036
New +$225K 0.04% 158