MWA
Moser Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15
| Closed | -$8K | – | 128 |
|
|
2022
Q3 | $8K | Hold |
15
| – | – | 0.01% | 110 |
|
|
2022
Q2 | $9K | Hold |
15
| – | – | 0.01% | 110 |
|
|
2022
Q1 | $11K | Hold |
15
| – | – | 0.01% | 109 |
|
|
2021
Q4 | $14K | Sell |
15
-15
| -50% | -$14K | 0.01% | 108 |
|
|
2021
Q3 | $25K | Hold |
30
| – | – | 0.02% | 102 |
|
|
2021
Q2 | $26K | Buy |
+30
| New | +$26K | 0.02% | 99 |
|
|
2020
Q4 | – | Sell |
-45
| Closed | -$25K | – | 121 |
|
|
2020
Q3 | $25K | Hold |
45
| – | – | 0.02% | 97 |
|
|
2020
Q2 | $24K | Sell |
45
-1,623
| -97% | -$866K | 0.02% | 92 |
|
|
2020
Q1 | $734K | Hold |
1,668
| – | – | 0.85% | 28 |
|
|
2019
Q4 | $839K | Buy |
+1,668
| New | +$839K | 0.81% | 28 |
|