MWM
XYZ

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

MinichMacGregor 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
2023
Q1 		– Sell
-349
Closed -$21.9K – 687
2022
Q4 		$21.9K Buy
+349
New +$21.9K 0.01% 300