EWA
XYZ

Encompass Wealth Advisors’s Block, Inc. XYZ Stock Holding History

Encompass Wealth Advisors’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
-1,734
Closed -$235K – 251
2022
Q1 		$235K Hold
1,734
– – 0.06% 197
2021
Q4 		$280K Buy
1,734
+115
+7% +$18.6K 0.07% 191
2021
Q3 		$388K Buy
1,619
+40
+3% +$9.59K 0.1% 149
2021
Q2 		$384K Buy
+1,579
New +$384K 0.09% 158