Cassady Schiller Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20.5K | Buy |
20
+8
| +67% | +$8.2K | 0.01% | 276 |
|
|
2024
Q3 | $11.4K | Hold |
12
| – | – | ﹤0.01% | 312 |
|
|
2024
Q2 | $9.45K | Hold |
12
| – | – | ﹤0.01% | 319 |
|
|
2024
Q1 | $10K | Hold |
12
| – | – | ﹤0.01% | 333 |
|
|
2023
Q4 | $9.74K | Hold |
12
| – | – | ﹤0.01% | 324 |
|
|
2023
Q3 | $7.76K | Hold |
12
| – | – | ﹤0.01% | 344 |
|
|
2023
Q2 | $8.29K | Hold |
12
| – | – | ﹤0.01% | 351 |
|
|
2023
Q1 | $8.03K | Sell |
12
-5
| -29% | -$3.35K | ﹤0.01% | 334 |
|
|
2022
Q4 | $12K | Buy |
+17
| New | +$12K | 0.01% | 302 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | -$11K | – | 167 |
|
|
2021
Q4 | $11K | Buy |
+12
| New | +$11K | 0.01% | 308 |
|