NFA
XYZ

Northwest Financial Advisors’s Block, Inc. XYZ Stock Holding History

Northwest Financial Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13
Closed -$872 – 573
2024
Q3 		$872 Buy
+13
New +$872 ﹤0.01% 521
2024
Q1 		– Sell
-13
Closed -$1.01K – 566
2023
Q4 		$1.01K Buy
+13
New +$1.01K ﹤0.01% 516