PCWA
XYZ

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

Pacific Capital 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
2024
Q3 		– Sell
-293
Closed -$18.9K – 612
2024
Q2 		$18.9K Buy
+293
New +$18.9K ﹤0.01% 242