QWP
Quotient Wealth Partners’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
731
+57
| +8% | +$59.8K | 0.02% | 137 |
|
|
2025
Q1 | $638K | Sell |
674
-65
| -9% | -$61.5K | 0.02% | 154 |
|
|
2024
Q4 | $757K | Buy |
+739
| New | +$757K | 0.02% | 131 |
|
|
2024
Q3 | – | Sell |
-729
| Closed | -$574K | – | 318 |
|
|
2024
Q2 | $574K | Sell |
729
-464
| -39% | -$365K | 0.02% | 158 |
|
|
2024
Q1 | $995K | Sell |
1,193
-273
| -19% | -$228K | 0.04% | 108 |
|
|
2023
Q4 | $1.19M | Buy |
+1,466
| New | +$1.19M | 0.05% | 103 |
|