IWS
XYZ

Insight Wealth Strategies’s Block, Inc. XYZ Stock Holding History

Insight Wealth Strategies’s Portfolio XYZ Stock Details XYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.52M Buy
66,220
+765
+1% +$52.2K 0.57% 51
2025
Q1 		$3.56M Buy
65,455
+19,366
+42% +$1.05M 0.48% 66
2024
Q4 		$3.92M Buy
+46,089
New +$3.92M 0.53% 60