SWM
XYZ

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

Shepherd 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
Q1 		– Sell
-14,505
Closed -$1.23M – 52
2024
Q4 		$1.23M Buy
+14,505
New +$1.23M 1.21% 19