WAS
XYZ

Wealth Advisory Solutions’s Block, Inc. XYZ Stock Holding History

Wealth Advisory Solutions’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		$240K Sell
1,000
-22
-2% -$5.28K 0.05% 157
2021
Q2 		$249K Buy
+1,022
New +$249K 0.06% 145
2021
Q1 		– Sell
-1,000
Closed -$217K – 209
2020
Q4 		$217K Sell
1,000
-1,368
-58% -$297K 0.06% 150
2020
Q3 		$384K Buy
+2,368
New +$384K 0.1% 123