NWM
XYZ

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

Navigation Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-183
Closed -$44K – 94
2021
Q3 		$44K Buy
183
+10
+6% +$2.4K 0.29% 13
2021
Q2 		$42K Buy
173
+18
+12% +$4.37K 0.04% 23
2021
Q1 		$35K Buy
+155
New +$35K 0.04% 24