BFA
Beacon Financial Advisory’s Blackrock BLK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $265K | Buy |
252
+13
| +5% | +$13.6K | 0.07% | 291 |
|
2025
Q1 | $226K | Buy |
239
+43
| +22% | +$40.7K | 0.07% | 299 |
|
2024
Q4 | $201K | Buy |
+196
| New | +$201K | 0.07% | 287 |
|
2024
Q3 | – | Sell |
-255
| Closed | -$201K | – | 301 |
|
2024
Q2 | $201K | Buy |
+255
| New | +$201K | 0.08% | 278 |
|