PWA
XYZ

Principia Wealth Advisory’s Block, Inc. XYZ Stock Holding History

Principia Wealth Advisory’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
Q2 		$1.56K Buy
23
+19
+475% +$1.29K ﹤0.01% 440
2025
Q1 		$224 Sell
4
-8
-67% -$448 ﹤0.01% 763
2024
Q4 		$1.02K Buy
+12
New +$1.02K ﹤0.01% 361