Sullivan, Bruyette, Speros & Blaney’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$116K Sell
510
-190
-27% -$43.2K 0.01% 392
2020
Q4
$152K Buy
+700
New +$152K 0.01% 326