PWA
XYZ

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

Prairie 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
2025
Q1 		– Sell
-5,808
Closed -$494K – 155
2024
Q4 		$494K Sell
5,808
-305
-5% -$25.9K 0.24% 76
2024
Q3 		$410K Sell
6,113
-1,310
-18% -$87.9K 0.2% 92
2024
Q2 		$479K Sell
7,423
-1,395
-16% -$90K 0.24% 74
2024
Q1 		$746K Buy
+8,818
New +$746K 0.35% 55