YWP
XYZ

YorkBridge Wealth Partners’s Block, Inc. XYZ Stock Holding History

YorkBridge Wealth Partners’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
-1,018
Closed -$244K – 288
2021
Q3 		$244K Hold
1,018
– – 0.06% 238
2021
Q2 		$248K Sell
1,018
-650
-39% -$158K 0.06% 231
2021
Q1 		$379K Buy
1,668
+578
+53% +$131K 0.11% 149
2020
Q4 		$237K Buy
+1,090
New +$237K 0.08% 180