WIA
XYZ

Wealthedge Investment Advisors’s Block, Inc. XYZ Stock Holding History

Wealthedge Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,215
Closed -$443K – 216
2024
Q4 		$443K Buy
+5,215
New +$443K 0.2% 101