SHIM
XYZ

Stone House Investment Management’s Block, Inc. XYZ Stock Holding History

Stone House Investment Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-59
Closed -$3.78K – 421
2024
Q2 		$3.78K Sell
59
-250
-81% -$16K ﹤0.01% 287
2024
Q1 		$26.1K Buy
+309
New +$26.1K 0.01% 174