PFWA
XYZ

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

Paces Ferry 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
2022
Q2 		– Sell
-2,036
Closed -$276K – 118
2022
Q1 		$276K Buy
+2,036
New +$276K 0.22% 91
2020
Q4 		– Sell
-26
Closed -$4K – 1143
2020
Q3 		$4K Buy
+26
New +$4K ﹤0.01% 566