SPW
XYZ

Surience Private Wealth’s Block, Inc. XYZ Stock Holding History

Surience Private 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
2023
Q4 		– Sell
-37,885
Closed -$1.68M – 30
2023
Q3 		$1.68M Buy
+37,885
New +$1.68M 3.25% 15