S
XYZ

Surevest’s Block, Inc. XYZ Stock Holding History

Surevest’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
Q3 		$5K Sell
95
-115
-55% -$6.05K ﹤0.01% 329
2022
Q2 		$13K Buy
+210
New +$13K ﹤0.01% 294