DA
DCM Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-684
| Closed | -$555K | – | 82 |
|
|
2023
Q4 | $555K | Sell |
684
-21
| -3% | -$17K | 0.2% | 66 |
|
|
2023
Q3 | $456K | Sell |
705
-248
| -26% | -$160K | 0.21% | 59 |
|
|
2023
Q2 | $659K | Hold |
953
| – | – | 0.28% | 50 |
|
|
2023
Q1 | $638K | Sell |
953
-6
| -0.6% | -$4.02K | 0.3% | 50 |
|
|
2022
Q4 | $680K | Hold |
959
| – | – | 0.33% | 49 |
|
|
2022
Q3 | $528K | Sell |
959
-84
| -8% | -$46.2K | 0.27% | 87 |
|
|
2022
Q2 | $636K | Buy |
1,043
+232
| +29% | +$141K | 0.27% | 91 |
|
|
2022
Q1 | $620K | Sell |
811
-1,477
| -65% | -$1.13M | 0.22% | 110 |
|
|
2021
Q4 | $2.1M | Buy |
2,288
+841
| +58% | +$770K | 0.62% | 42 |
|
|
2021
Q3 | $1.21M | Sell |
1,447
-286
| -17% | -$240K | 0.47% | 57 |
|
|
2021
Q2 | $1.52M | Sell |
1,733
-799
| -32% | -$699K | 0.86% | 22 |
|
|
2021
Q1 | $1.91M | Buy |
2,532
+1
| +0% | +$754 | 1.11% | 8 |
|
|
2020
Q4 | $1.83M | Buy |
+2,531
| New | +$1.83M | 1.06% | 18 |
|