TPWA
XYZ

Twin Peaks Wealth Advisors’s Block, Inc. XYZ Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		$15.4K Buy
+207
New +$15.4K 0.01% 712
2024
Q2 		– Sell
-2,406
Closed -$203K – 137
2024
Q1 		$203K Buy
+2,406
New +$203K 0.11% 123