Fiducient Advisors’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,229
Closed -$643K 174
2022
Q4
$643K Buy
+10,229
New +$643K 0.19% 69