RF&L WEALTH MANAGEMENT, LLC XYZ Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$53,112.25
% of Total Estimate Gain
11.83%
RF&L WEALTH MANAGEMENT, LLC's Block Inc Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held - shares of Block Inc(XYZ), totaling N/A. This investment constitutes 0% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Block Inc(XYZ) stock.
The initial trade took place in 2022Q4. In addition, there have been 2 sales at an average price of $69.00 for 7,275.00 shares. Based on historical transaction data and XYZ's current price of $72.82, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his XYZ holdings is $53,112.25, reflecting a 11.83% gain to date.
RF&L WEALTH MANAGEMENT, LLC XYZ ($72.82) Holding Chart
RF&L WEALTH MANAGEMENT, LLC XYZ ($72.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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