SWRP
XYZ

Summit Wealth & Retirement Planning’s Block, Inc. XYZ Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,149
Closed -$250K – 127
2020
Q4 		$250K Buy
+1,149
New +$250K 0.09% 101