DP
XYZ

Denver PWM’s Block, Inc. XYZ Stock Holding History

Denver PWM’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
Q1 		– Sell
-78
Closed -$6.63K – 236
2024
Q4 		$6.63K Sell
78
-183
-70% -$15.6K ﹤0.01% 170
2024
Q3 		$17.5K Sell
261
-1,050
-80% -$70.5K 0.01% 147
2024
Q2 		$84.5K Buy
+1,311
New +$84.5K 0.03% 95