McElhenny Sheffield Capital Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-160
Closed -$8.21K 641
2022
Q4
$8.21K Buy
+160
New +$8.21K ﹤0.01% 349