FMWA
XYZ

Forvis Mazars Wealth Advisors’s Block, Inc. XYZ Stock Holding History

Forvis Mazars Wealth 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
2021
Q2 		– Sell
-972
Closed -$221K – 282
2021
Q1 		$221K Sell
972
-412
-30% -$93.7K 0.01% 257
2020
Q4 		$301K Buy
+1,384
New +$301K 0.02% 289