RWM
XYZ

RKL Wealth Management’s Block, Inc. XYZ Stock Holding History

RKL Wealth Management’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
-2,467
Closed -$335K – 149
2022
Q1 		$335K Buy
+2,467
New +$335K 0.04% 114