YIA
XYZ

YHB Investment Advisors’s Block, Inc. XYZ Stock Holding History

YHB Investment Advisors’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
-1,030
Closed -$247K – 317
2021
Q3 		$247K Buy
1,030
+107
+12% +$25.7K 0.02% 276
2021
Q2 		$225K Sell
923
-60
-6% -$14.6K 0.02% 280
2021
Q1 		$252K Buy
+983
New +$252K 0.02% 265