IPW
XYZ

Impact Partnership Wealth’s Block, Inc. XYZ Stock Holding History

Impact Partnership Wealth’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-586
Closed -$49.6K – 732
2024
Q1 		$49.6K Sell
586
-49
-8% -$4.14K 0.02% 324
2023
Q4 		$49.1K Sell
635
-799
-56% -$61.8K 0.02% 330
2023
Q3 		$63.5K Buy
1,434
+219
+18% +$9.69K 0.02% 365
2023
Q2 		$80.9K Buy
+1,215
New +$80.9K 0.03% 215