SWP
XYZ

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

Strategic 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
2019
Q4 		– Sell
-570
Closed -$31K – 527
2019
Q3 		$31K Buy
570
+500
+714% +$27.2K 0.16% 101
2019
Q2 		$5K Hold
70
– – ﹤0.01% 640
2019
Q1 		$5K Hold
70
– – ﹤0.01% 645
2018
Q4 		$5K Buy
+70
New +$5K ﹤0.01% 567