LWA
LWS Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,179
| Closed | -$4M | – | 66 |
|
|
2023
Q3 | $4M | Hold |
6,179
| – | – | 1.75% | 18 |
|
|
2023
Q2 | $4.27M | Hold |
6,179
| – | – | 1.8% | 18 |
|
|
2023
Q1 | $4.13M | Buy |
6,179
+2,515
| +69% | +$1.68M | 1.7% | 19 |
|
|
2022
Q4 | $2.6M | Hold |
3,664
| – | – | 1.09% | 24 |
|
|
2022
Q3 | $2.02M | Hold |
3,664
| – | – | 0.77% | 27 |
|
|
2022
Q2 | $2.23M | Buy |
+3,664
| New | +$2.23M | 1.05% | 27 |
|