RLWM
XYZ
RF&L Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,000
| Closed | -$217K | – | 60 |
|
|
2025
Q1 | $217K | Hold |
4,000
| – | – | 0.16% | 56 |
|
|
2024
Q4 | $340K | Sell |
4,000
-3,275
| -45% | -$278K | 0.24% | 49 |
|
|
2024
Q3 | $488K | Hold |
7,275
| – | – | 0.35% | 43 |
|
|
2024
Q2 | $469K | Hold |
7,275
| – | – | 0.36% | 40 |
|
|
2024
Q1 | $615K | Hold |
7,275
| – | – | 0.47% | 37 |
|
|
2023
Q4 | $563K | Hold |
7,275
| – | – | 0.47% | 37 |
|
|
2023
Q3 | $322K | Hold |
7,275
| – | – | 0.3% | 42 |
|
|
2023
Q2 | $484K | Hold |
7,275
| – | – | 0.44% | 39 |
|
|
2023
Q1 | $499K | Hold |
7,275
| – | – | 0.48% | 37 |
|
|
2022
Q4 | $457K | Buy |
+7,275
| New | +$457K | 0.47% | 38 |
|