NWS
XYZ

Newport Wealth Strategies’s Block, Inc. XYZ Stock Holding History

Newport Wealth Strategies’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,590
Closed -$290K – 84
2019
Q2 		$290K Sell
3,590
-600
-14% -$48.5K 0.27% 66
2019
Q1 		$323K Buy
+4,190
New +$323K 0.33% 60