WFC
XYZ

Western Financial Corp’s Block, Inc. XYZ Stock Holding History

Western Financial Corp’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
Q4 		– Sell
-4,912
Closed -$1.18M – 93
2021
Q3 		$1.18M Buy
4,912
+254
+5% +$60.9K 0.7% 27
2021
Q2 		$1.14M Buy
+4,658
New +$1.14M 0.61% 30