PWA
Phoenix Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Hold |
443
| – | – | 0.19% | 85 |
|
|
2025
Q1 | $419K | Buy |
443
+9
| +2% | +$8.52K | 0.18% | 83 |
|
|
2024
Q4 | $445K | Sell |
434
-8
| -2% | -$8.2K | 0.19% | 82 |
|
|
2024
Q3 | $420K | Sell |
442
-10
| -2% | -$9.5K | 0.19% | 81 |
|
|
2024
Q2 | $356K | Buy |
452
+18
| +4% | +$14.2K | 0.18% | 90 |
|
|
2024
Q1 | $362K | Sell |
434
-4
| -0.9% | -$3.34K | 0.22% | 84 |
|
|
2023
Q4 | $351K | Sell |
438
-2
| -0.5% | -$1.6K | 0.24% | 81 |
|
|
2023
Q3 | $284K | Buy |
440
+6
| +1% | +$3.88K | 0.17% | 91 |
|
|
2023
Q2 | $300K | Sell |
434
-14
| -3% | -$9.68K | 0.17% | 85 |
|
|
2023
Q1 | $300K | Sell |
448
-8
| -2% | -$5.35K | 0.19% | 76 |
|
|
2022
Q4 | $323K | Buy |
456
+11
| +2% | +$7.8K | 0.19% | 70 |
|
|
2022
Q3 | $245K | Sell |
445
-2
| -0.4% | -$1.1K | 0.25% | 90 |
|
|
2022
Q2 | $272K | Buy |
447
+41
| +10% | +$24.9K | 0.27% | 89 |
|
|
2022
Q1 | $303K | Buy |
406
+30
| +8% | +$22.4K | 0.31% | 70 |
|
|
2021
Q4 | $344K | Sell |
376
-83
| -18% | -$75.9K | 0.26% | 83 |
|
|
2021
Q3 | $385K | Buy |
459
+5
| +1% | +$4.19K | 0.29% | 73 |
|
|
2021
Q2 | $405K | Buy |
454
+49
| +12% | +$43.7K | 0.29% | 75 |
|
|
2021
Q1 | $311K | Buy |
405
+94
| +30% | +$72.2K | 0.24% | 80 |
|
|
2020
Q4 | $224K | Buy |
+311
| New | +$224K | 0.17% | 100 |
|