WLG
XYZ

Williamson Legacy Group’s Block, Inc. XYZ Stock Holding History

Williamson Legacy Group’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
Q2 		– Sell
-6,364
Closed -$538K – 119
2024
Q1 		$538K Buy
6,364
+640
+11% +$54.1K 0.42% 68
2023
Q4 		$443K Buy
+5,724
New +$443K 0.41% 71