FWM
XYZ

Filbrandt Wealth Management’s Block, Inc. XYZ Stock Holding History

Filbrandt Wealth Management’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
-60
Closed -$6K – 370
2020
Q2 		$6K Buy
60
+20
+50% +$2K ﹤0.01% 260
2020
Q1 		$2K Buy
+40
New +$2K ﹤0.01% 189