BOK Financial Private Wealth’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-70
Closed -$4.81K 470
2023
Q1
$4.81K Buy
+70
New +$4.81K ﹤0.01% 364