PWM
XYZ

PRW Wealth Management’s Block, Inc. XYZ Stock Holding History

PRW Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,198
Closed -$272K – 304
2021
Q1 		$272K Buy
+1,198
New +$272K 0.13% 72
2019
Q2 		– Sell
-696
Closed -$53K – 706
2019
Q1 		$53K Buy
696
+666
+2,220% +$50.7K 0.05% 134
2018
Q4 		$2K Buy
+30
New +$2K ﹤0.01% 540