Clearwater Capital Advisors’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-925
Closed -$222K 176
2021
Q3
$222K Buy
+925
New +$222K 0.03% 157
2021
Q2
Sell
-882
Closed -$200K 170
2021
Q1
$200K Buy
+882
New +$200K 0.03% 160