AWAG
ARS Wealth Advisors Group’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,744
| Closed | -$2.61M | – | 171 |
|
|
2024
Q3 | $2.61M | Sell |
2,744
-22
| -0.8% | -$20.9K | 0.32% | 46 |
|
|
2024
Q2 | $2.18M | Buy |
2,766
+14
| +0.5% | +$11K | 0.28% | 47 |
|
|
2024
Q1 | $2.3M | Sell |
2,752
-72
| -3% | -$60K | 0.31% | 46 |
|
|
2023
Q4 | $2.29M | Sell |
2,824
-751
| -21% | -$610K | 0.34% | 46 |
|
|
2023
Q3 | $2.31M | Sell |
3,575
-432
| -11% | -$279K | 0.38% | 50 |
|
|
2023
Q2 | $2.77M | Sell |
4,007
-1,281
| -24% | -$885K | 0.44% | 48 |
|
|
2023
Q1 | $3.54M | Sell |
5,288
-7,155
| -58% | -$4.79M | 0.65% | 43 |
|
|
2022
Q4 | $8.82M | Sell |
12,443
-386
| -3% | -$274K | 1.45% | 28 |
|
|
2022
Q3 | $7.06M | Buy |
12,829
+709
| +6% | +$390K | 1.08% | 39 |
|
|
2022
Q2 | $7.38M | Buy |
+12,120
| New | +$7.38M | 1.01% | 37 |
|