WIA
XYZ

Wealthstreet Investment Advisors’s Block Inc XYZ Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
2021
Q1 		$431K Buy
2020
Q4 		$408K Sell
2020
Q3 		$317K Buy
2020
Q1 		– Sell
2019
Q4 		$862K Sell
2019
Q3 		$925K Buy
2019
Q2 		$685K Sell
2019
Q1 		$730K Buy
2018
Q4 		$735K Buy