CWM
XYZ

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

Circle 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
2021
Q4 		– Sell
-906
Closed -$217K – 204
2021
Q3 		$217K Buy
906
+74
+9% +$17.7K 0.03% 169
2021
Q2 		$203K Buy
+832
New +$203K 0.03% 176