CPA
XYZ

Capital Performance Advisors’s Block, Inc. XYZ Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-1,242
Closed -$83.4K – 2828
2024
Q3 		$83.4K Buy
+1,242
New +$83.4K 0.03% 236