GPWM
XYZ

Grant Private Wealth Management’s Block, Inc. XYZ Stock Holding History

Grant Private Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,172
Closed -$390K – 151
2025
Q1 		$390K Sell
7,172
-100
-1% -$5.43K 0.42% 68
2024
Q4 		$618K Buy
+7,272
New +$618K 0.67% 38