WFO
XYZ

Wealthgate Family Office’s Block, Inc. XYZ Stock Holding History

Wealthgate Family Office’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
Q2 		– Sell
-2,290
Closed -$520K – 38
2021
Q1 		$520K Buy
2,290
+1,113
+95% +$253K 0.71% 23
2020
Q4 		$256K Buy
+1,177
New +$256K 0.38% 32