BFA
BMS Financial Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $478K | Sell |
692
-278
| -29% | -$192K | 0.31% | 50 |
|
|
2023
Q1 | $649K | Buy |
970
+76
| +9% | +$50.9K | 0.45% | 43 |
|
|
2022
Q4 | $634K | Sell |
894
-99
| -10% | -$70.2K | 0.42% | 41 |
|
|
2022
Q3 | $546K | Sell |
993
-19
| -2% | -$10.4K | 0.38% | 49 |
|
|
2022
Q2 | $616K | Buy |
1,012
+58
| +6% | +$35.3K | 0.4% | 40 |
|
|
2022
Q1 | $729K | Buy |
954
+37
| +4% | +$28.3K | 0.46% | 37 |
|
|
2021
Q4 | $840K | Buy |
+917
| New | +$840K | 0.53% | 29 |
|