WIA
XYZ

Wetzel Investment Advisors’s Block, Inc. XYZ Stock Holding History

Wetzel Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-35
Closed -$2.96K – 925
2024
Q2 		$2.96K Hold
35
– – ﹤0.01% 676
2024
Q1 		$2.52K Hold
35
– – ﹤0.01% 805
2023
Q4 		$3K Buy
+35
New +$3K ﹤0.01% 825