CFP
XYZ

Comprehensive Financial Planning’s Block, Inc. XYZ Stock Holding History

Comprehensive Financial Planning’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 		$30.6K Hold
450
– – 0.02% 175
2025
Q1 		$24.4K Sell
450
-58
-11% -$3.15K 0.02% 170
2024
Q4 		$43.2K Buy
+508
New +$43.2K 0.04% 164