Revolve Wealth Partners’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,044
Closed -$277K 156
2022
Q1
$277K Buy
2,044
+57
+3% +$7.73K 0.08% 109
2021
Q4
$321K Buy
+1,987
New +$321K 0.09% 103