CWM
XYZ

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

Cherrydale 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
2024
Q2 		– Sell
-2,398
Closed -$203K – 72
2024
Q1 		$203K Buy
+2,398
New +$203K 0.09% 57
2022
Q2 		– Sell
-2,162
Closed -$293K – 46
2022
Q1 		$293K Buy
2,162
+28
+1% +$3.8K 0.22% 32
2021
Q4 		$345K Buy
+2,134
New +$345K 0.26% 27