SWM
XYZ

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

Shelton Wealth Management’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 		– Sell
-18,559
Closed -$1.01M – 151
2025
Q1 		$1.01M Buy
18,559
+13
+0.1% +$706 0.55% 55
2024
Q4 		$1.58M Buy
18,546
+437
+2% +$37.1K 0.82% 27
2024
Q3 		$1.22M Buy
18,109
+3,464
+24% +$233K 0.66% 43
2024
Q2 		$944K Buy
+14,645
New +$944K 0.54% 53