SW
XYZ

Simplicity Wealth’s Block, Inc. XYZ Stock Holding History

Simplicity Wealth’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,482
Closed -$418K – 1255
2024
Q2 		$418K Sell
6,482
-135
-2% -$8.71K 0.01% 829
2024
Q1 		$560K Buy
+6,617
New +$560K 0.01% 689