BWM
XYZ

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

Birchcreek 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
2021
Q1 		– Sell
-94
Closed -$20K – 312
2020
Q4 		$20K Buy
+94
New +$20K 0.02% 309