WP
XYZ

WealthSource Partners’s Block, Inc. XYZ Stock Holding History

WealthSource Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-919
Closed -$200K – 450
2020
Q4 		$200K Sell
919
-700
-43% -$152K 0.02% 366
2020
Q3 		$263K Buy
+1,619
New +$263K 0.04% 288