SFP
XYZ

Sweet Financial Partners’s Block, Inc. XYZ Stock Holding History

Sweet Financial Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$377K Hold
5,611
– – 0.08% 145
2024
Q2 		$362K Hold
5,611
– – 0.08% 143
2024
Q1 		$475K Hold
5,611
– – 0.11% 127
2023
Q4 		$434K Buy
5,611
+385
+7% +$29.8K 0.1% 130
2023
Q3 		$231K Buy
+5,226
New +$231K 0.06% 161