CWM
XYZ

Centricity Wealth Management’s Block, Inc. XYZ Stock Holding History

Centricity Wealth Management’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 		$26.8K Hold
395
– – 0.02% 227
2025
Q1 		$21.5K Hold
395
– – 0.02% 245
2024
Q4 		$33.6K Buy
+395
New +$33.6K 0.03% 207