MWP
XYZ

Meridian Wealth Partners’s Block, Inc. XYZ Stock Holding History

Meridian Wealth Partners’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
-471
Closed -$107K – 1321
2021
Q1 		$107K Buy
471
+208
+79% +$47.3K 0.03% 107
2020
Q4 		$57K Buy
263
+13
+5% +$2.82K 0.02% 131
2020
Q3 		$41K Hold
250
– – 0.02% 143
2020
Q2 		$26K Buy
+250
New +$26K 0.01% 175