Greystone Financial Group’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-7,582
Closed -$1.03M 97
2022
Q1
$1.03M Buy
+7,582
New +$1.03M 0.26% 67