WAM
XYZ

Watermark Asset Management’s Block Inc XYZ Stock Holding History

Watermark Asset Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$41K Hold
2018
Q3 		$72K Hold
2018
Q2 		$45K Hold
2018
Q1 		$36K Hold
2017
Q4 		$25K Hold
2017
Q3 		$21K Hold
2017
Q2 		$17K Hold
2017
Q1 		$13K Buy