WE
XYZ

Wealth Effects’s Block, Inc. XYZ Stock Holding History

Wealth Effects’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
-3,006
Closed -$408K – 214
2022
Q1 		$408K Sell
3,006
-500
-14% -$67.9K 0.19% 102
2021
Q4 		$566K Buy
+3,506
New +$566K 0.23% 91