OWA
XYZ

Outlook Wealth Advisors’s Block, Inc. XYZ Stock Holding History

Outlook Wealth 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
2021
Q4 		– Sell
-1,089
Closed -$261K – 229
2021
Q3 		$261K Buy
1,089
+49
+5% +$11.7K 0.09% 186
2021
Q2 		$254K Buy
+1,040
New +$254K 0.08% 190