EWP
XYZ

Engrave Wealth Partners’s Block, Inc. XYZ Stock Holding History

Engrave Wealth Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-75
Closed -$7K – 440
2020
Q2 		$7K Buy
75
+60
+400% +$5.6K 0.01% 293
2020
Q1 		$0 Sell
15
-24
-62% – ﹤0.01% 485
2019
Q4 		$2K Buy
+39
New +$2K ﹤0.01% 409