AFG Fiduciary Services’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,080
Closed -$282K 98
2022
Q1
$282K Buy
2,080
+417
+25% +$56.5K 0.2% 72
2021
Q4
$269K Buy
+1,663
New +$269K 0.19% 62