CWG
XYZ

Cornerstone Wealth Group’s Block, Inc. XYZ Stock Holding History

Cornerstone Wealth Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,134
Closed -$289K – 159
2022
Q1 		$289K Sell
2,134
-260
-11% -$35.2K 0.05% 131
2021
Q4 		$387K Sell
2,394
-37
-2% -$5.98K 0.07% 124
2021
Q3 		$583K Buy
2,431
+96
+4% +$23K 0.1% 111
2021
Q2 		$546K Buy
+2,335
New +$546K 0.11% 107