FFWA
XYZ

FRG Family Wealth Advisors’s Block, Inc. XYZ Stock Holding History

FRG Family 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
2024
Q2 		– Sell
-5
Closed -$365 – 373
2024
Q1 		$365 Buy
+5
New +$365 ﹤0.01% 358