AFS
Aft Forsyth & Sober’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,850
| Closed | -$1.75M | – | 65 |
|
|
2025
Q1 | $1.75M | Buy |
1,850
+50
| +3% | +$47.3K | 0.61% | 45 |
|
|
2024
Q4 | $1.85M | Hold |
1,800
| – | – | 0.6% | 45 |
|
|
2024
Q3 | $1.71M | Hold |
1,800
| – | – | 0.56% | 52 |
|
|
2024
Q2 | $1.42M | Hold |
1,800
| – | – | 0.49% | 58 |
|
|
2024
Q1 | $1.5M | Hold |
1,800
| – | – | 0.53% | 57 |
|
|
2023
Q4 | $1.46M | Hold |
1,800
| – | – | 0.56% | 54 |
|
|
2023
Q3 | $1.16M | Hold |
1,800
| – | – | 0.49% | 59 |
|
|
2023
Q2 | $1.24M | Hold |
1,800
| – | – | 0.52% | 57 |
|
|
2023
Q1 | $1.2M | Hold |
1,800
| – | – | 0.61% | 54 |
|
|
2022
Q4 | $1.28M | Hold |
1,800
| – | – | 0.57% | 52 |
|
|
2022
Q3 | $991K | Hold |
1,800
| – | – | 0.48% | 63 |
|
|
2022
Q2 | $1.1M | Hold |
1,800
| – | – | 0.51% | 62 |
|
|
2022
Q1 | $1.38M | Hold |
1,800
| – | – | 0.54% | 55 |
|
|
2021
Q4 | $1.65M | Hold |
1,800
| – | – | 0.58% | 43 |
|
|
2021
Q3 | $1.51M | Buy |
1,800
+375
| +26% | +$315K | 0.57% | 48 |
|
|
2021
Q2 | $1.25M | Hold |
1,425
| – | – | 0.47% | 46 |
|
|
2021
Q1 | $1.07M | Buy |
1,425
+725
| +104% | +$546K | 0.44% | 52 |
|
|
2020
Q4 | $505K | Buy |
+700
| New | +$505K | 0.39% | 47 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$54K | – | 35 |
|
|
2020
Q2 | $54K | Buy |
+100
| New | +$54K | 0.38% | 32 |
|