4WM
XYZ

4J Wealth Management’s Block Inc XYZ Stock Holding History

4J Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
2021
Q4 		$234K Buy
2021
Q3 		$336K Buy
2021
Q2 		$330K Hold
2021
Q1 		$307K Buy