SFWA
XYZ

Summit Financial Wealth Advisors’s Block, Inc. XYZ Stock Holding History

Summit Financial Wealth Advisors’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
-1,280
Closed -$200K – 150
2021
Q4 		$200K Sell
1,280
-20
-2% -$3.13K 0.04% 133
2021
Q3 		$312K Hold
1,300
– – 0.07% 98
2021
Q2 		$317K Buy
+1,300
New +$317K 0.07% 97