Alterity Financial Group’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$946K Buy
+5,856
New +$946K 1.01% 26
2021
Q1
$316K Buy
+2,329
New +$316K 0.38% 61