BRIA
Balanced Rock Investment Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
247
-11
| -4% | -$11.5K | 0.2% | 86 |
|
|
2025
Q1 | $244K | Sell |
258
-3
| -1% | -$2.84K | 0.19% | 79 |
|
|
2024
Q4 | $268K | Sell |
261
-56
| -18% | -$57.4K | 0.21% | 75 |
|
|
2024
Q3 | $301K | Sell |
317
-16
| -5% | -$15.2K | 0.24% | 71 |
|
|
2024
Q2 | $262K | Sell |
333
-33
| -9% | -$26K | 0.22% | 75 |
|
|
2024
Q1 | $305K | Sell |
366
-17
| -4% | -$14.2K | 0.26% | 71 |
|
|
2023
Q4 | $311K | Buy |
+383
| New | +$311K | 0.28% | 77 |
|