Alta Wealth Advisors’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$1.06M Buy
2022
Q2
$1.18M Buy
2022
Q1
$2.6M Buy
2021
Q4
$396K Buy
2021
Q1
Sell
2020
Q4
$1.42M Buy