CP
XYZ

Castleview Partners’s Block, Inc. XYZ Stock Holding History

Castleview 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
2022
Q1 		– Sell
-24,226
Closed -$150 – 1043
2021
Q4 		$150 Buy
+24,226
New +$150 ﹤0.01% 734
2021
Q2 		$37K Buy
+150
New +$37K 0.02% 463