MA
XYZ

MONECO Advisors’s Block, Inc. XYZ Stock Holding History

MONECO Advisors’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
Q1 		– Sell
-10,114
Closed -$860K – 501
2024
Q4 		$860K Buy
+10,114
New +$860K 0.09% 197
2021
Q4 		– Sell
-940
Closed -$225K – 273
2021
Q3 		$225K Buy
+940
New +$225K 0.09% 222