NW
XYZ

Naviter Wealth’s Block, Inc. XYZ Stock Holding History

Naviter Wealth’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,589
Closed -$371K – 225
2022
Q4 		$371K Buy
4,589
+501
+12% +$40.5K 0.1% 170
2022
Q3 		$225K Buy
4,088
+156
+4% +$8.59K 0.09% 174
2022
Q2 		$242K Buy
+3,932
New +$242K 0.1% 169