DWM
XYZ

Destination Wealth Management’s Block, Inc. XYZ Stock Holding History

Destination Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-125
Closed -$9K – 521
2019
Q2 		$9K Hold
125
– – ﹤0.01% 447
2019
Q1 		$9K Buy
+125
New +$9K ﹤0.01% 501