AWM
XYZ

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

Ameliora 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
2025
Q2 		$78.3K Sell
1,153
-272
-19% -$18.5K 0.03% 139
2025
Q1 		$77.4K Sell
1,425
-100
-7% -$5.43K 0.03% 146
2024
Q4 		$130K Buy
1,525
+1,425
+1,425% +$121K 0.05% 122
2024
Q3 		$6.71K Buy
+100
New +$6.71K ﹤0.01% 146