NWM
XYZ

Napa Wealth Management’s Block, Inc. XYZ Stock Holding History

Napa 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
-2,387
Closed -$203K – 222
2024
Q4 		$203K Buy
+2,387
New +$203K 0.09% 163
2024
Q1 		– Sell
-2,883
Closed -$223K – 124
2023
Q4 		$223K Buy
+2,883
New +$223K 0.12% 104