MRWM
ML&R Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $341K | Hold |
409
| – | – | 0.08% | 53 |
|
|
2023
Q4 | $332K | Hold |
409
| – | – | 0.08% | 58 |
|
|
2023
Q3 | $264K | Sell |
409
-424
| -51% | -$274K | 0.07% | 56 |
|
|
2023
Q2 | $576K | Buy |
833
+425
| +104% | +$294K | 0.13% | 57 |
|
|
2023
Q1 | $273K | Buy |
+408
| New | +$273K | 0.07% | 54 |
|