AFM
XYZ

Aspetuck Financial Management’s Block, Inc. XYZ Stock Holding History

Aspetuck Financial 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
Q1 		– Sell
-500
Closed -$42.5K – 201
2024
Q4 		$42.5K Buy
+500
New +$42.5K 0.03% 111