WCM
XYZ

Westend Capital Management’s Block, Inc. XYZ Stock Holding History

Westend Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		$1.14M Buy
97,750
+11,035
+13% +$129K 1.59% 32
2016
Q2 		$785K Sell
86,715
-1,960
-2% -$17.7K 1.14% 37
2016
Q1 		$1.36M Buy
+88,675
New +$1.36M 1.85% 23