SW
XYZ

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

StrongBox 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
2022
Q1 		– Sell
-1,480
Closed -$239K – 107
2021
Q4 		$239K Buy
+1,480
New +$239K 0.12% 94
2021
Q1 		– Sell
-981
Closed -$214K – 104
2020
Q4 		$214K Buy
+981
New +$214K 0.14% 87