My Personal CFO LLC’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-58
Closed -$3.65K 869
2022
Q4
$3.65K Buy
+58
New +$3.65K ﹤0.01% 409