FPW
XYZ

Flagship Private Wealth’s Block, Inc. XYZ Stock Holding History

Flagship Private Wealth’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-27
Closed -$6.61K – 318
2021
Q2 		$6.61K Sell
27
-13
-33% -$3.18K 0.01% 259
2021
Q1 		$9.2K Hold
40
– – 0.01% 218
2020
Q4 		$8.1K Buy
+40
New +$8.1K 0.01% 239