CFG
XYZ

Carter Financial Group’s Block, Inc. XYZ Stock Holding History

Carter Financial Group’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 		$463K Buy
+6,817
New +$463K 0.3% 59
2022
Q1 		$669K Buy
+4,935
New +$669K 0.9% 17