MSWM
XYZ

Mowery & Schoenfeld Wealth Management’s Block, Inc. XYZ Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-400
Closed -$34K – 571
2024
Q4 		$34K Hold
400
– – 0.07% 139
2024
Q3 		$26.9K Hold
400
– – 0.04% 134
2024
Q2 		$25.8K Hold
400
– – 0.04% 135
2024
Q1 		$33.8K Hold
400
– – 0.07% 91
2023
Q4 		$30.9K Buy
+400
New +$30.9K 0.06% 84