RWB
RMR Wealth Builders’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
2,090
+3
| +0.1% | +$3.15K | 0.2% | 67 |
|
|
2025
Q1 | $1.98M | Buy |
2,087
+3
| +0.1% | +$2.84K | 0.21% | 66 |
|
|
2024
Q4 | $2.14M | Buy |
+2,084
| New | +$2.14M | 0.22% | 60 |
|
|
2024
Q3 | – | Sell |
-2,029
| Closed | -$1.6M | – | 263 |
|
|
2024
Q2 | $1.6M | Sell |
2,029
-11
| -0.5% | -$8.66K | 0.18% | 70 |
|
|
2024
Q1 | $1.7M | Buy |
2,040
+6
| +0.3% | +$5K | 0.21% | 62 |
|
|
2023
Q4 | $1.65M | Buy |
2,034
+8
| +0.4% | +$6.5K | 0.23% | 52 |
|
|
2023
Q3 | $1.31M | Hold |
2,026
| – | – | 0.21% | 55 |
|
|
2023
Q2 | $1.4M | Buy |
2,026
+533
| +36% | +$368K | 0.24% | 48 |
|
|
2023
Q1 | $999K | Hold |
1,493
| – | – | 0.19% | 62 |
|
|
2022
Q4 | $1.06M | Hold |
1,493
| – | – | 0.24% | 49 |
|
|
2022
Q3 | $822K | Hold |
1,493
| – | – | 0.2% | 57 |
|
|
2022
Q2 | $909K | Hold |
1,493
| – | – | 0.23% | 63 |
|
|
2022
Q1 | $1.14M | Buy |
+1,493
| New | +$1.14M | 0.24% | 63 |
|
|
2021
Q4 | – | Sell |
-1,593
| Closed | -$1.34M | – | 130 |
|
|
2021
Q3 | $1.34M | Hold |
1,593
| – | – | 0.39% | 42 |
|
|
2021
Q2 | $1.39M | Sell |
1,593
-6
| -0.4% | -$5.25K | 0.46% | 39 |
|
|
2021
Q1 | $1.21M | Buy |
1,599
+6
| +0.4% | +$4.53K | 0.31% | 46 |
|
|
2020
Q4 | $1.15M | Sell |
1,593
-3
| -0.2% | -$2.16K | 0.56% | 38 |
|
|
2020
Q3 | $899K | Buy |
1,596
+3
| +0.2% | +$1.69K | 0.23% | 72 |
|
|
2020
Q2 | $867K | Buy |
+1,593
| New | +$867K | 0.77% | 32 |
|
|
2019
Q4 | $561K | Buy |
+1,116
| New | +$561K | 0.54% | 42 |
|