SFG
XYZ

SageGuard Financial Group’s Block, Inc. XYZ Stock Holding History

SageGuard Financial Group’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
Q3 		– Sell
-4,716
Closed -$1.15M – 137
2021
Q2 		$1.15M Sell
4,716
-35
-0.7% -$8.54K 0.52% 51
2021
Q1 		$1.08M Sell
4,751
-90
-2% -$20.4K 0.5% 52
2020
Q4 		$1.05M Buy
+4,841
New +$1.05M 0.51% 52