OCPWS
XYZ

One Charles Private Wealth Services’s Block, Inc. XYZ Stock Holding History

One Charles Private Wealth Services’s Portfolio XYZ Stock Details XYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,205
Closed -$289K – 133
2021
Q3 		$289K Hold
1,205
– – 0.17% 87
2021
Q2 		$294K Buy
+1,205
New +$294K 0.2% 85