FGA
XYZ

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

Fortis Group 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
2025
Q1 		– Sell
-22,254
Closed -$1.89M – 544
2024
Q4 		$1.89M Buy
+22,254
New +$1.89M 0.35% 73
2020
Q3 		$489K Buy
+3,013
New +$489K 0.09% 104