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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.29K Hold
19
– – ﹤0.01% 774
2025
Q1 		$1.03K Buy
+19
New +$1.03K ﹤0.01% 855
2021
Q1 		– Sell
-1,592
Closed -$346K – 140
2020
Q4 		$346K Buy
1,592
+25
+2% +$5.43K 0.07% 104
2020
Q3 		$255K Buy
+1,567
New +$255K 0.07% 80