WPW
XYZ

Warther Private Wealth’s Block, Inc. XYZ Stock Holding History

Warther Private Wealth’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
-3,393
Closed -$557K – 147
2021
Q4 		$557K Buy
3,393
+76
+2% +$12.5K 0.41% 65
2021
Q3 		$794K Buy
3,317
+69
+2% +$16.5K 0.71% 40
2021
Q2 		$786K Buy
+3,248
New +$786K 0.76% 38