API
XYZ

Asset Planning Inc’s Block, Inc. XYZ Stock Holding History

Asset Planning Inc’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 		$42.6K Hold
627
– – 0.03% 156
2025
Q1 		$34.1K Sell
627
-26
-4% -$1.41K 0.03% 173
2024
Q4 		$55.5K Buy
+653
New +$55.5K 0.04% 138