Pinnacle Private Wealth’s Block Inc XYZ Stock Holding History

Pinnacle Private Wealth’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 Q2	$309K	Sell
2022 Q1	$723K	Sell
2021 Q4	$936K	Buy