ISWM
XYZ

Independent Solutions Wealth Management’s Block Inc XYZ Stock Holding History

Independent Solutions Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
2022
Q1 		$565K Buy
2021
Q4 		$639K Sell
2021
Q3 		$1.04M Buy
2021
Q2 		$1.04M Buy
2021
Q1 		$804K Buy
2020
Q4 		$554K Buy
2020
Q3 		$405K Sell
2020
Q2 		$613K Buy
2020
Q1 		$228K Buy
2019
Q4 		$232K Buy