Abich Financial Wealth Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20
Closed -$1.29K 858
2024
Q2
$1.29K Sell
20
-97
-83% -$6.26K ﹤0.01% 563
2024
Q1
$9.9K Buy
117
+92
+368% +$7.78K 0.01% 218
2023
Q4
$1.93K Buy
+25
New +$1.93K ﹤0.01% 332