MWM
XYZ

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

MBE 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
2020
Q2 		– Sell
-151
Closed -$7K – 555
2020
Q1 		$7K Buy
+151
New +$7K 0.01% 342