CFP
XYZ

Cascade Financial Partners’s Block, Inc. XYZ Stock Holding History

Cascade Financial Partners’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
-2,505
Closed -$213K – 257
2024
Q4 		$213K Sell
2,505
-500
-17% -$42.5K 0.03% 237
2024
Q3 		$219K Buy
+3,005
New +$219K 0.03% 227
2024
Q2 		– Sell
-3,005
Closed -$231K – 235
2024
Q1 		$231K Buy
+3,005
New +$231K 0.03% 206