LWM
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Lodestone Wealth Management’s Blackrock BLK Stock Holding History

Lodestone Wealth Management’s Portfolio BLK Stock Details BLK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-249
Closed -$202K – 149
2023
Q4 		$202K Buy
+249
New +$202K 0.12% 140
2023
Q1 		– Sell
-293
Closed -$208K – 125
2022
Q4 		$208K Buy
+293
New +$208K 0.17% 115