LA
Legacy Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-684
| Closed | -$647K | – | 65 |
|
|
2025
Q1 | $647K | Buy |
684
+33
| +5% | +$31.2K | 0.07% | 226 |
|
|
2024
Q4 | $667K | Buy |
+651
| New | +$667K | 0.06% | 220 |
|
|
2024
Q3 | – | Sell |
-519
| Closed | -$409K | – | 378 |
|
|
2024
Q2 | $409K | Sell |
519
-13
| -2% | -$10.2K | 0.05% | 221 |
|
|
2024
Q1 | $444K | Sell |
532
-201
| -27% | -$168K | 0.06% | 216 |
|
|
2023
Q4 | $595K | Sell |
733
-33
| -4% | -$26.8K | 0.08% | 180 |
|
|
2023
Q3 | $495K | Buy |
766
+22
| +3% | +$14.2K | 0.08% | 183 |
|
|
2023
Q2 | $514K | Sell |
744
-2
| -0.3% | -$1.38K | 0.08% | 171 |
|
|
2023
Q1 | $499K | Buy |
746
+52
| +7% | +$34.8K | 0.09% | 151 |
|
|
2022
Q4 | $492K | Buy |
694
+114
| +20% | +$80.8K | 0.09% | 147 |
|
|
2022
Q3 | $319K | Buy |
580
+84
| +17% | +$46.2K | 0.07% | 168 |
|
|
2022
Q2 | $302K | Buy |
496
+221
| +80% | +$135K | 0.06% | 170 |
|
|
2022
Q1 | $210K | Buy |
+275
| New | +$210K | 0.04% | 198 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$141K | – | 140 |
|
|
2019
Q2 | $141K | Buy |
300
+112
| +60% | +$52.6K | 0.1% | 132 |
|
|
2019
Q1 | $80K | Buy |
+188
| New | +$80K | 0.03% | 172 |
|
|
2018
Q4 | – | Sell |
-338
| Closed | -$159K | – | 150 |
|
|
2018
Q3 | $159K | Buy |
338
+150
| +80% | +$70.6K | 0.08% | 149 |
|
|
2018
Q2 | $94K | Buy |
188
+83
| +79% | +$41.5K | 0.07% | 139 |
|
|
2018
Q1 | $55K | Buy |
+105
| New | +$55K | 0.04% | 154 |
|
|
2017
Q4 | – | Sell |
-10
| Closed | -$4K | – | 354 |
|
|
2017
Q3 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 296 |
|