Wedgewood Investors’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-845
Closed -$203K 98
2021
Q3
$203K Hold
845
0.26% 91
2021
Q2
$206K Sell
845
-150
-15% -$36.6K 0.26% 91
2021
Q1
$226K Buy
+995
New +$226K 0.28% 86