WJA
XYZ

Williams Jones & Associates’s Block, Inc. XYZ Stock Holding History

Williams Jones & Associates’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
Q1 		– Sell
-10,000
Closed -$131K – 391
2015
Q4 		$131K Buy
+10,000
New +$131K 0.01% 330