Phoenix Wealth Advisors’s Block Inc XYZ Stock Holding History

Phoenix Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell
2022 Q2	$363K	Sell
2022 Q1	$848K	Buy
2021 Q4	$570K	Sell
2021 Q3	$945K	Sell
2021 Q2	$1.19M	Sell
2021 Q1	$1.83M	Buy
2020 Q4	$1.62M	Buy