FA
XYZ

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

Fortis Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Hold
0
– – – 313
2021
Q4 		– Sell
-100
Closed -$24K – 292
2021
Q3 		$24K Hold
100
– – 0.01% 198
2021
Q2 		$24K Hold
100
– – 0.01% 206
2021
Q1 		$23K Buy
+100
New +$23K 0.02% 171