HPWA
XYZ

Hall Private Wealth Advisors’s Block, Inc. XYZ Stock Holding History

Hall Private 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
Q4 		– Sell
-841
Closed -$202K – 55
2021
Q3 		$202K Sell
841
-506
-38% -$122K 0.13% 47
2021
Q2 		$328K Buy
+1,347
New +$328K 0.21% 43
2020
Q4 		$293K Buy
+1,347
New +$293K 0.24% 38