Steward Financial Group’s Block Inc XYZ Stock Holding History

Steward Financial Group’s Portfolio XYZ Stock Details XYZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$18K	Buy
2023 Q2	$24K	Buy
2022 Q3	–	Sell
2022 Q2	$3K	Buy
2022 Q1	$8K	Hold
2021 Q4	$9K	Buy