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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,068
Closed -$280K 251
2022
Q1
$280K Buy
2,068
+399
+24% +$54K 0.07% 188
2021
Q4
$270K Buy
+1,669
New +$270K 0.07% 183