1776 Wealth’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-210
Closed -$21K 319
2020
Q2
$21K Sell
210
-10,509
-98% -$1.05M 0.01% 255
2020
Q1
$624K Buy
10,719
+5,724
+115% +$333K 0.26% 66
2019
Q4
$325K Buy
+4,995
New +$325K 0.28% 64