AWM
XYZ

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

Able Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-234
Closed -$18.1K – 600
2023
Q4 		$18.1K Buy
+234
New +$18.1K 0.02% 216