CWA
XYZ

Core Wealth Advisors’s Block, Inc. XYZ Stock Holding History

Core Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$339 – 259
2024
Q1 		$339 Hold
4
– – ﹤0.01% 253
2023
Q4 		$310 Buy
+4
New +$310 ﹤0.01% 254