FA
XYZ

Fiduciary Alliance’s Block, Inc. XYZ Stock Holding History

Fiduciary Alliance’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,216
Closed -$80.9K – 988
2023
Q2 		$80.9K Buy
+1,216
New +$80.9K 0.02% 239
2023
Q1 		– Sell
-1,172
Closed -$73.6K – 903
2022
Q4 		$73.6K Buy
+1,172
New +$73.6K 0.02% 189