Retirement Planning Group (Kansas)’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,261
Closed -$302K 111
2021
Q3
$302K Buy
+1,261
New +$302K 0.03% 73