CWM
XYZ

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

Cabot 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
Q4 		– Sell
-4,752
Closed -$1.14M – 173
2021
Q3 		$1.14M Buy
+4,752
New +$1.14M 0.15% 94