WANY
XYZ

Wealthspire Advisors (New York)’s Block Inc XYZ Stock Holding History

Wealthspire Advisors (New York)’s Portfolio XYZ Stock Details XYZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$329K Buy
2021
Q4 		– Sell
2021
Q3 		$343K Buy
2020
Q2 		– Sell
2020
Q1 		$310K Buy
2019
Q1 		– Sell
2018
Q4 		$1K Buy