SWM
XYZ

Segment Wealth Management’s Block, Inc. XYZ Stock Holding History

Segment Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,407
Closed -$462K – 256
2022
Q1 		$462K Buy
3,407
+1,175
+53% +$159K 0.05% 170
2021
Q4 		$360K Buy
+2,232
New +$360K 0.04% 191