CPA
XYZ

Clear Perspective Advisors’s Block Inc XYZ Stock Holding History

Clear Perspective Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$393K Sell
2021
Q3 		$619K Sell
2021
Q2 		$648K Sell
2021
Q1 		$669K Buy
2020
Q4 		$611K Sell
2020
Q3 		$2.22K Buy
2020
Q2 		$292K Buy
2018
Q3 		– Sell
2018
Q2 		$31K Hold
2018
Q1 		$25K Buy