Wireless Fund XYZ Holdings History

Number of Shares
2,000.00
Current Holdings Value*
$108,660.00
% of Portfolio
1.32%
Total Estimate Gain
$-22,320.60
% of Total Estimate Gain
-7.62%

Wireless Fund's Block Inc Holding Summary

As of 2025-03-31, PFS FUNDS held 2,000.00 shares of Block Inc(XYZ), totaling $108,660.00. This investment constitutes 1.32% of their stock portfolio, and PFS FUNDS now holds 0% of the outstanding Block Inc(XYZ) stock.

The initial trade took place in 2022Q1. And since then Wireless Fund has made 5 purchases of XYZ, at an average price of $79.72, for a total of 3,675.00 shares. In addition, there have been 1 sales at an average price of $74.64 for 1,675.00 shares. Based on historical transaction data and XYZ's current price of $72.82, Wireless Fund's estimated gain on his XYZ holdings is $-22,320.60, reflecting a -7.62% gain to date.

Wireless Fund XYZ ($72.82) Holding Chart

Wireless Fund 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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