Legend Financial Advisors’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1
Closed -$85 269
2024
Q4
$85 Buy
+1
New +$85 ﹤0.01% 251
2024
Q3
Sell
-1
Closed -$64 292
2024
Q2
$64 Buy
+1
New +$64 ﹤0.01% 282