AWA
XYZ

Amplius Wealth Advisors’s Block, Inc. XYZ Stock Holding History

Amplius Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-323
Closed -$52K – 959
2021
Q4 		$52K Buy
+323
New +$52K 0.01% 326