Copia Wealth Management’s Block Inc XYZ Stock Holding History

Copia Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.08K	Hold
2025 Q2	$1.02K	Hold
2025 Q1	$815	Hold
2024 Q4	$1.27K	Buy