Advisor Partners II’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$361K Buy
8,154
+326
+4% +$14.4K 0.01% 865
2023
Q2
$521K Buy
7,828
+3,743
+92% +$249K 0.02% 592
2023
Q1
$280K Buy
4,085
+207
+5% +$14.2K 0.02% 765
2022
Q4
$244K Buy
+3,878
New +$244K 0.02% 765