HGERS
XYZ

Householder Group Estate & Retirement Specialist’s Block Inc XYZ Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$8K Sell
2024
Q3 		$33K Sell
2024
Q2 		$44K Buy
2024
Q1 		$54.7K Sell
2023
Q4 		$282K Buy
2023
Q3 		$143K Buy
2023
Q1 		$41K Buy
2022
Q4 		– Sell
2022
Q3 		$28K Buy
2022
Q1 		– Sell
2021
Q4 		$263K Buy