SWP
XYZ

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

ShoreHaven 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
2021
Q2 		– Sell
-200
Closed -$45K – 271
2021
Q1 		$45K Hold
200
– – 0.02% 124
2020
Q4 		$43K Buy
+200
New +$43K 0.02% 118