AllSquare Wealth Management’s Blackrock BLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$31.5K	Hold	30	–	–	0.02%	266
2025 Q1	$28.4K	Hold	30	–	–	0.02%	271
2024 Q4	$30.8K	Hold	30	–	–	0.02%	261
2024 Q3	$28.5K	Hold	30	–	–	0.02%	270
2024 Q2	$23.6K	Hold	30	–	–	0.01%	282
2024 Q1	$25K	Hold	30	–	–	0.01%	269
2023 Q4	$24.4K	Hold	30	–	–	0.01%	275
2023 Q3	$19.4K	Hold	30	–	–	0.01%	295
2023 Q2	$20.2K	Hold	30	–	–	0.01%	298
2023 Q1	$20.1K	Hold	30	–	–	0.01%	302
2022 Q4	$21.3K	Hold	30	–	–	0.01%	282
2022 Q3	$17K	Hold	30	–	–	0.01%	294
2022 Q2	$18K	Hold	30	–	–	0.01%	297
2022 Q1	$23K	Hold	30	–	–	0.01%	301
2021 Q4	$27K	Sell	30 -6	-17%	-$5.4K	0.02%	293
2021 Q3	$30K	Hold	36	–	–	0.02%	276
2021 Q2	$31K	Hold	36	–	–	0.02%	280
2021 Q1	$27K	Hold	36	–	–	0.02%	283
2020 Q4	$26K	Hold	36	–	–	0.02%	251
2020 Q3	$20K	Hold	36	–	–	0.01%	262
2020 Q2	$20K	Hold	36	–	–	0.02%	261
2020 Q1	$16K	Hold	36	–	–	0.01%	257
2019 Q4	$18K	Hold	36	–	–	0.01%	267
2019 Q3	$16K	Hold	36	–	–	0.01%	277
2019 Q2	$17K	Hold	36	–	–	0.01%	275
2019 Q1	$15K	Hold	36	–	–	0.01%	286
2018 Q4	$14K	Sell	36 -27	-43%	-$10.5K	0.01%	272
2018 Q3	$30K	Hold	63	–	–	0.02%	230
2018 Q2	$31K	Buy	63 +57	+950%	+$28K	0.02%	227
2018 Q1	$3K	Hold	6	–	–	﹤0.01%	344
2017 Q4	$3K	Hold	6	–	–	﹤0.01%	341
2017 Q3	$3K	Hold	6	–	–	﹤0.01%	319
2017 Q2	$3K	Hold	6	–	–	﹤0.01%	154
2017 Q1	$2K	Hold	6	–	–	﹤0.01%	325
2016 Q4	$2K	Hold	6	–	–	﹤0.01%	303
2016 Q3	$2K	Hold	6	–	–	﹤0.01%	285
2016 Q2	$2K	Sell	6 -6	-50%	-$2K	﹤0.01%	269
2016 Q1	$4K	Hold	12	–	–	﹤0.01%	253
2015 Q4	$4K	Sell	12 -6	-33%	-$2K	﹤0.01%	258
2015 Q3	$5K	Hold	18	–	–	0.01%	246
2015 Q2	$6K	Hold	18	–	–	0.01%	257
2015 Q1	$7K	Hold	18	–	–	0.01%	250
2014 Q4	$6K	Buy	+18	New	+$6K	0.01%	255