Facet Wealth Inc’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-23,037
Closed -$1.97M 149
2024
Q4
$1.97M Buy
23,037
+121
+0.5% +$10.3K 0.05% 57
2024
Q3
$1.65M Buy
+22,916
New +$1.65M 0.05% 56