WBC
XYZ

West Branch Capital’s Block, Inc. XYZ Stock Holding History

West Branch Capital’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,084
Closed -$503K – 90
2018
Q3 		$503K Buy
5,084
+1,784
+54% +$177K 0.37% 59
2018
Q2 		$203K Buy
+3,300
New +$203K 0.16% 86