W
XYZ

WealthOne’s Block, Inc. XYZ Stock Holding History

WealthOne’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
-1,563
Closed -$212K – 142
2022
Q1 		$212K Buy
+1,563
New +$212K 0.07% 119
2019
Q1 		– Sell
-30
Closed -$2K – 596
2018
Q4 		$2K Buy
+30
New +$2K ﹤0.01% 573