Alta Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-542
| Closed | -$556K | – | 143 |
|
|
2024
Q4 | $556K | Buy |
+542
| New | +$556K | 0.24% | 79 |
|
|
2023
Q3 | – | Sell |
-1,027
| Closed | -$710K | – | 130 |
|
|
2023
Q2 | $710K | Sell |
1,027
-4
| -0.4% | -$2.77K | 0.42% | 70 |
|
|
2023
Q1 | $690K | Sell |
1,031
-4
| -0.4% | -$2.68K | 0.44% | 72 |
|
|
2022
Q4 | $733K | Sell |
1,035
-4
| -0.4% | -$2.84K | 0.5% | 65 |
|
|
2022
Q3 | $572K | Buy |
+1,039
| New | +$572K | 0.41% | 74 |
|