Cascade Financial Partners’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $344K | Sell |
328
-60
| -15% | -$63K | 0.04% | 191 |
|
2025
Q1 | $367K | Buy |
388
+18
| +5% | +$17K | 0.05% | 182 |
|
2024
Q4 | $379K | Buy |
+370
| New | +$379K | 0.05% | 169 |
|
2024
Q3 | – | Sell |
-353
| Closed | -$278K | – | 239 |
|
2024
Q2 | $278K | Hold |
353
| – | – | 0.04% | 184 |
|
2024
Q1 | $270K | Buy |
+353
| New | +$270K | 0.04% | 188 |
|