Fortitude Advisory Group’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-722
Closed -$98K 1351
2022
Q1
$98K Buy
722
+149
+26% +$20.2K 0.05% 346
2021
Q4
$93K Buy
+573
New +$93K 0.05% 355