Fortune Financial Advisors’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,723
Closed -$230K 130
2024
Q1
$230K Sell
2,723
-58
-2% -$4.91K 0.15% 123
2023
Q4
$215K Buy
+2,781
New +$215K 0.15% 119