Dynamic Wealth Strategies’s Blackrock BLK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$129K Sell
123
-5
-4% -$5.25K 0.09% 88
2025
Q1
$121K Buy
+128
New +$121K 0.1% 94
2024
Q4
Sell
-125
Closed -$119K 85
2024
Q3
$119K Hold
125
0.1% 95
2024
Q2
$98K Buy
125
+1
+0.8% +$784 0.08% 100
2024
Q1
$103K Sell
124
-63
-34% -$52.3K 0.09% 98
2023
Q4
$152K Buy
+187
New +$152K 0.14% 74