NEWAS
XYZ

N.E.W. Advisory Services’s Block Inc XYZ Stock Holding History

N.E.W. Advisory Services’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.37K Hold
2025
Q2 		$1.29K Hold
2025
Q1 		$1.03K Buy
2021
Q1 		– Sell
2020
Q4 		$346K Buy
2020
Q3 		$255K Buy