DWM
XYZ

Doyle Wealth Management’s Block Inc XYZ Stock Holding History

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