WAG
XYZ

Wiser Advisor Group’s Block, Inc. XYZ Stock Holding History

Wiser Advisor 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
Q3 		– Sell
-8
Closed -$516 – 304
2024
Q2 		$516 Hold
8
– – ﹤0.01% 288
2024
Q1 		$677 Hold
8
– – ﹤0.01% 289
2023
Q4 		$619 Buy
+8
New +$619 ﹤0.01% 288