Perfromance Wealth Partners’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-105,539
Closed -$17M 192
2021
Q4
$17M Buy
+105,539
New +$17M 0.69% 22