SWM
XYZ

Sugarloaf Wealth Management’s Block Inc XYZ Stock Holding History

Sugarloaf Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.65K Buy
2023
Q2 		– Sell
2023
Q1 		$137 Hold
2022
Q4 		$126 Buy
2022
Q3 		– Sell
2022
Q2 		$0 Buy
2022
Q1 		– Sell
2021
Q4 		$1K Hold
2021
Q3 		$2K Hold
2021
Q2 		$2K Hold
2021
Q1 		$2 Hold
2020
Q4 		$2K Buy