TWM
XYZ

TLW Wealth Management’s Block, Inc. XYZ Stock Holding History

TLW Wealth Management’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
Q2 		– Sell
-20,003
Closed -$4.54M – 18
2021
Q1 		$4.54M Buy
+20,003
New +$4.54M 2.76% 17
2020
Q1 		– Sell
-66
Closed -$4K – 27
2019
Q4 		$4K Sell
66
-98
-60% -$5.94K ﹤0.01% 27
2019
Q3 		$10K Buy
+164
New +$10K 0.01% 27