CRWM
XYZ

Castle Rock Wealth Management’s Block Inc XYZ Stock Holding History

Castle Rock Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
2021
Q3 		$1.07M Buy
2021
Q2 		$415K Buy
2021
Q1 		$366K Buy
2020
Q4 		$333K Buy
2020
Q3 		$246K Buy
2019
Q3 		– Sell
2019
Q2 		$730K Buy
2018
Q4 		– Sell
2018
Q3 		$477K Buy
2018
Q2 		$376K Buy