SMA
Sage Mountain Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
1,408
+70
| +5% | +$73.5K | 0.1% | 100 |
|
|
2025
Q1 | $1.27M | Sell |
1,338
-39
| -3% | -$36.9K | 0.09% | 97 |
|
|
2024
Q4 | $1.41M | Buy |
1,377
+569
| +70% | +$583K | 0.1% | 88 |
|
|
2024
Q3 | $767K | Buy |
808
+239
| +42% | +$227K | 0.07% | 143 |
|
|
2024
Q2 | $448K | Sell |
569
-29
| -5% | -$22.8K | 0.04% | 190 |
|
|
2024
Q1 | $499K | Buy |
598
+58
| +11% | +$48.4K | 0.05% | 160 |
|
|
2023
Q4 | $438K | Sell |
540
-94
| -15% | -$76.3K | 0.05% | 147 |
|
|
2023
Q3 | $410K | Buy |
634
+13
| +2% | +$8.4K | 0.06% | 143 |
|
|
2023
Q2 | $429K | Buy |
621
+25
| +4% | +$17.3K | 0.06% | 131 |
|
|
2023
Q1 | $399K | Buy |
+596
| New | +$399K | 0.06% | 126 |
|
|
2022
Q2 | – | Sell |
-262
| Closed | -$200K | – | 618 |
|
|
2022
Q1 | $200K | Sell |
262
-35
| -12% | -$26.7K | 0.03% | 469 |
|
|
2021
Q4 | $272K | Buy |
297
+2
| +0.7% | +$1.83K | 0.03% | 457 |
|
|
2021
Q3 | $248K | Buy |
+295
| New | +$248K | 0.04% | 394 |
|