MWM
XYZ

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

Mindset 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
2025
Q2 		$266K Sell
3,915
-472
-11% -$32.1K 0.09% 123
2025
Q1 		$238K Buy
4,387
+1,092
+33% +$59.3K 0.09% 120
2024
Q4 		$280K Buy
+3,295
New +$280K 0.1% 101