IAG
XYZ

Investmark Advisory Group’s Block, Inc. XYZ Stock Holding History

Investmark Advisory Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,566
Closed -$212K – 98
2022
Q1 		$212K Buy
1,566
+89
+6% +$12K 0.22% 85
2021
Q4 		$238K Buy
+1,477
New +$238K 0.22% 79