WFA
XYZ

WMG Financial Advisors’s Block, Inc. XYZ Stock Holding History

WMG Financial 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
2022
Q2 		– Sell
-2,670
Closed -$365K – 187
2022
Q1 		$365K Buy
2,670
+5
+0.2% +$684 0.27% 91
2021
Q4 		$429K Buy
+2,665
New +$429K 0.33% 77