AWM
XYZ

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

Aries 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
2024
Q2 		– Sell
-2,600
Closed -$220K – 217
2024
Q1 		$220K Hold
2,600
– – 0.07% 191
2023
Q4 		$201K Buy
+2,600
New +$201K 0.07% 191