PWA
XYZ

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

Primoris 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
2022
Q1 		– Sell
-1,375
Closed -$222K – 93
2021
Q4 		$222K Buy
+1,375
New +$222K 0.18% 75