Naviter Wealth’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $365K | Buy |
348
+23
| +7% | +$24.1K | 0.05% | 218 |
|
2025
Q1 | $308K | Buy |
325
+6
| +2% | +$5.68K | 0.04% | 231 |
|
2024
Q4 | $327K | Buy |
+319
| New | +$327K | 0.04% | 230 |
|
2023
Q1 | – | Sell |
-321
| Closed | -$241K | – | 198 |
|
2022
Q4 | $241K | Buy |
+321
| New | +$241K | 0.07% | 181 |
|