WFI
XYZ

West Family Investments’s Block, Inc. XYZ Stock Holding History

West Family Investments’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,503
Closed -$360K – 375
2021
Q3 		$360K Buy
1,503
+53
+4% +$12.7K 0.09% 183
2021
Q2 		$354K Buy
+1,450
New +$354K 0.1% 198