IWA
XYZ

IVC Wealth Advisors’s Block Inc XYZ Stock Holding History

IVC Wealth Advisors’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
2024
Q2 		– Sell
2024
Q1 		$247K Buy
2022
Q2 		– Sell
2022
Q1 		$318K Buy
2021
Q4 		$287K Buy
2021
Q3 		$356K Buy
2021
Q2 		$337K Buy
2021
Q1 		$259K Buy