Focus Partners Wealth
XYZ

Focus Partners Wealth’s Block, Inc. XYZ Stock Holding History

Focus Partners 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
2025
Q2 		$922K Sell
13,568
-3,235
-19% -$220K ﹤0.01% 1171
2025
Q1 		$908K Sell
16,803
-5,015
-23% -$271K ﹤0.01% 1091
2024
Q4 		$1.85M Buy
21,818
+11,416
+110% +$970K ﹤0.01% 845
2024
Q3 		$698K Buy
+10,402
New +$698K ﹤0.01% 1031