GA
XYZ

GoalVest Advisory’s Block, Inc. XYZ Stock Holding History

GoalVest Advisory’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12
Closed -$824 – 438
2023
Q1 		$824 Buy
+12
New +$824 ﹤0.01% 238
2021
Q1 		– Sell
-206
Closed -$45K – 253
2020
Q4 		$45K Buy
+206
New +$45K 0.04% 122