VAFP
XYZ

Vahanian & Associates Financial Planning’s Block, Inc. XYZ Stock Holding History

Vahanian & Associates Financial Planning’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
Q1 		– Sell
-2,451
Closed -$396K – 148
2021
Q4 		$396K Buy
+2,451
New +$396K 0.32% 90