AWM
XYZ

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

Altus 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
2021
Q4 		– Sell
-1,140
Closed -$273K – 39
2021
Q3 		$273K Buy
1,140
+160
+16% +$38.3K 0.17% 28
2021
Q2 		$239K Buy
980
+40
+4% +$9.76K 0.15% 32
2021
Q1 		$213K Buy
+940
New +$213K 0.15% 31