SWP
XYZ

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

Sagespring Wealth Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$464K Buy
6,827
+3,127
+85% +$212K 0.01% 458
2025
Q1 		$201K Buy
3,700
+185
+5% +$10.1K 0.01% 636
2024
Q4 		$299K Buy
+3,515
New +$299K 0.01% 479