PPW
XYZ

Pinnacle Private Wealth’s Block, Inc. XYZ Stock Holding History

Pinnacle Private Wealth’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 		$309K Sell
5,032
-299
-6% -$18.4K 0.12% 194
2022
Q1 		$723K Sell
5,331
-464
-8% -$62.9K 0.23% 99
2021
Q4 		$936K Buy
+5,795
New +$936K 0.29% 81