LWM
XYZ

LJI Wealth Management’s Block, Inc. XYZ Stock Holding History

LJI Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$483K Buy
7,110
+1,340
+23% +$91K 0.08% 92
2025
Q1 		$313K Buy
+5,770
New +$313K 0.06% 131