Wealth High Governance Capital’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-60,000
Closed -$4.64M 71
2023
Q4
$4.64M Buy
+60,000
New +$4.64M 2% 12