Doyle Wealth Management’s Block Inc XYZ Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$324K	Buy
2021 Q4	$370K	Hold
2021 Q3	$549K	Buy
2021 Q2	$510K	Hold
2021 Q1	$475K	Buy
2020 Q4	$411K	Buy
2019 Q3	–	Sell
2019 Q2	$22K	Buy
2019 Q1	–	Sell
2018 Q4	$29K	Buy