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