Elevation Wealth 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 | $85.5K | Sell |
82
-15
| -15% | -$15.6K | 0.03% | 185 |
|
|
2025
Q1 | $91.6K | Hold |
97
| – | – | 0.04% | 179 |
|
|
2024
Q4 | $99K | Buy |
+97
| New | +$99K | 0.04% | 166 |
|
|
2024
Q3 | – | Sell |
-68
| Closed | -$53.7K | – | 487 |
|
|
2024
Q2 | $53.7K | Sell |
68
-70
| -51% | -$55.3K | 0.03% | 211 |
|
|
2024
Q1 | $115K | Buy |
138
+45
| +48% | +$37.5K | 0.06% | 143 |
|
|
2023
Q4 | $60.1K | Buy |
93
+70
| +304% | +$45.3K | 0.04% | 194 |
|
|
2023
Q3 | $14.9K | Hold |
23
| – | – | 0.01% | 226 |
|
|
2023
Q2 | $15.9K | Hold |
23
| – | – | 0.01% | 225 |
|
|
2023
Q1 | $15.4K | Buy |
+23
| New | +$15.4K | 0.01% | 236 |
|