Golden State Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
249
-19
| -7% | -$20K | 0.03% | 323 |
|
|
2025
Q1 | $254K | Buy |
268
+5
| +2% | +$4.74K | 0.04% | 309 |
|
|
2024
Q4 | $270K | Buy |
+263
| New | +$270K | 0.04% | 279 |
|
|
2020
Q2 | – | Sell |
-136
| Closed | -$60K | – | 260 |
|
|
2020
Q1 | $60K | Buy |
+136
| New | +$60K | 0.03% | 328 |
|
|
2019
Q4 | – | Sell |
-76
| Closed | -$34K | – | 146 |
|
|
2019
Q3 | $34K | Buy |
76
+22
| +41% | +$9.84K | 0.01% | 511 |
|
|
2019
Q2 | $25K | Sell |
54
-129
| -70% | -$59.7K | 0.01% | 576 |
|
|
2019
Q1 | $78K | Buy |
+183
| New | +$78K | 0.03% | 359 |
|