CCFP
Charles Carroll Financial Partners’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.7M | Hold |
8,255
| – | – | 7.21% | 5 |
|
|
2023
Q3 | $5.34M | Buy |
8,255
+25
| +0.3% | +$16.2K | 6.63% | 5 |
|
|
2023
Q2 | $5.69M | Buy |
8,230
+750
| +10% | +$518K | 7.25% | 3 |
|
|
2023
Q1 | $5.01M | Buy |
7,480
+1,200
| +19% | +$803K | 7.67% | 2 |
|
|
2022
Q4 | $4.45M | Sell |
6,280
-50
| -0.8% | -$35.4K | 6.88% | 4 |
|
|
2022
Q3 | $3.48M | Buy |
6,330
+3,075
| +94% | +$1.69M | 5.62% | 7 |
|
|
2022
Q2 | $1.98M | Buy |
+3,255
| New | +$1.98M | 2.59% | 13 |
|