Financial Synergies Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-94
| Closed | -$78.6K | – | 118 |
|
|
2024
Q1 | $78.6K | Buy |
94
+57
| +154% | +$47.7K | 0.01% | 107 |
|
|
2023
Q4 | $26.2K | Sell |
37
-57
| -61% | -$40.4K | ﹤0.01% | 121 |
|
|
2023
Q3 | $60.7K | Hold |
94
| – | – | 0.01% | 106 |
|
|
2023
Q2 | $64.8K | Sell |
94
-1
| -1% | -$689 | 0.01% | 98 |
|
|
2023
Q1 | $63.9K | Buy |
95
+58
| +157% | +$39K | 0.01% | 103 |
|
|
2022
Q4 | $26.2K | Buy |
37
+34
| +1,133% | +$24.1K | ﹤0.01% | 121 |
|
|
2022
Q3 | $1.65K | Hold |
3
| – | – | ﹤0.01% | 235 |
|
|
2022
Q2 | $1.83K | Buy |
+3
| New | +$1.83K | ﹤0.01% | 244 |
|