MW
XYZ

Marcum Wealth’s Block, Inc. XYZ Stock Holding History

Marcum Wealth’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,374
Closed -$312K – 357
2021
Q1 		$312K Buy
+1,374
New +$312K 0.05% 215