BW
XYZ

BXM Wealth’s Block, Inc. XYZ Stock Holding History

BXM Wealth’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 		– Sell
-9,361
Closed -$509K – 121
2025
Q1 		$509K Buy
9,361
+5,301
+131% +$288K 0.61% 53
2024
Q4 		$345K Buy
+4,060
New +$345K 0.48% 61