Lakeshore Financial Planning’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-260
| Closed | -$268K | – | 79 |
|
|
2024
Q4 | $268K | Sell |
260
-16
| -6% | -$16.5K | 0.11% | 57 |
|
|
2024
Q3 | $263K | Hold |
276
| – | – | 0.12% | 56 |
|
|
2024
Q2 | $218K | Buy |
276
+1
| +0.4% | +$788 | 0.11% | 61 |
|
|
2024
Q1 | $230K | Sell |
275
-1
| -0.4% | -$837 | 0.12% | 59 |
|
|
2023
Q4 | $224K | Sell |
276
-125
| -31% | -$101K | 0.12% | 52 |
|
|
2023
Q3 | $259K | Buy |
+401
| New | +$259K | 0.15% | 50 |
|