Resurgent Financial Advisors’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,422
Closed -$89.4K 642
2022
Q4
$89.4K Buy
+1,422
New +$89.4K 0.05% 319
2022
Q2
Sell
-2,043
Closed -$277K 224
2022
Q1
$277K Buy
+2,043
New +$277K 0.17% 133