EWA
EverSource Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Buy |
868
+155
| +22% | +$163K | 0.04% | 299 |
|
|
2025
Q1 | $675K | Sell |
713
-33
| -4% | -$31.2K | 0.04% | 322 |
|
|
2024
Q4 | $765K | Buy |
746
+257
| +53% | +$264K | 0.04% | 286 |
|
|
2024
Q3 | $464K | Buy |
489
+7
| +1% | +$6.64K | 0.03% | 346 |
|
|
2024
Q2 | $422K | Buy |
482
+24
| +5% | +$21K | 0.03% | 352 |
|
|
2024
Q1 | $345K | Sell |
458
-6
| -1% | -$4.52K | 0.03% | 348 |
|
|
2023
Q4 | $376K | Buy |
464
+50
| +12% | +$40.5K | 0.03% | 292 |
|
|
2023
Q3 | $268K | Sell |
414
-29
| -7% | -$18.7K | 0.03% | 339 |
|
|
2023
Q2 | $306K | Buy |
443
+1
| +0.2% | +$691 | 0.03% | 307 |
|
|
2023
Q1 | $296K | Sell |
442
-90
| -17% | -$60.2K | 0.04% | 305 |
|
|
2022
Q4 | $377K | Sell |
532
-272
| -34% | -$193K | 0.06% | 238 |
|
|
2022
Q3 | $444K | Buy |
804
+18
| +2% | +$9.94K | 0.1% | 192 |
|
|
2022
Q2 | $478K | Sell |
786
-152
| -16% | -$92.4K | 0.12% | 153 |
|
|
2022
Q1 | $717K | Buy |
938
+227
| +32% | +$174K | 0.18% | 111 |
|
|
2021
Q4 | $651K | Buy |
+711
| New | +$651K | 0.18% | 98 |
|