Wilbanks Smith & Thomas Asset Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-4,000
Closed -$396K 1347
2018
Q3
$396K Buy
+4,000
New +$396K 0.02% 266