MWM
XYZ

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

Merriman Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,622
Closed -$203K – 207
2023
Q4 		$203K Buy
+2,622
New +$203K 0.01% 181