BFWM
XYZ

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

Bright Futures 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
2025
Q1 		– Sell
-2,828
Closed -$255K – 132
2024
Q4 		$255K Sell
2,828
-1,298
-31% -$117K 0.23% 103
2024
Q3 		$302K Sell
4,126
-632
-13% -$46.3K 0.15% 168
2024
Q2 		$287K Sell
4,758
-162
-3% -$9.78K 0.16% 158
2024
Q1 		$312K Buy
+4,920
New +$312K 0.17% 150