BWM
XYZ

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

BKM 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
Q1 		– Sell
-100
Closed -$7.74K – 586
2023
Q4 		$7.74K Buy
+100
New +$7.74K ﹤0.01% 476