TWM
XYZ

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

Trevian 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
2022
Q2 		– Sell
-2,758
Closed -$374K – 42
2022
Q1 		$374K Sell
2,758
-2,758
-50% -$374K 0.36% 23
2021
Q4 		$891K Buy
+5,516
New +$891K 0.85% 15