TWPM
XYZ

Total Wealth Planning & Management’s Block, Inc. XYZ Stock Holding History

Total Wealth Planning & 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
2025
Q1 		– Sell
-3,672
Closed -$312K – 201
2024
Q4 		$312K Buy
+3,672
New +$312K 0.28% 112