Schechter Investment Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $938K | Sell |
991
-101
| -9% | -$95.6K | 0.08% | 245 |
|
|
2024
Q4 | $1.12M | Sell |
1,092
-85
| -7% | -$87.1K | 0.09% | 227 |
|
|
2024
Q3 | $1.12M | Buy |
1,177
+152
| +15% | +$144K | 0.08% | 231 |
|
|
2024
Q2 | $807K | Buy |
1,025
+32
| +3% | +$25.2K | 0.06% | 281 |
|
|
2024
Q1 | $828K | Sell |
993
-70
| -7% | -$58.4K | 0.06% | 279 |
|
|
2023
Q4 | $863K | Buy |
1,063
+4
| +0.4% | +$3.25K | 0.07% | 254 |
|
|
2023
Q3 | $685K | Buy |
1,059
+31
| +3% | +$20K | 0.07% | 286 |
|
|
2023
Q2 | $710K | Buy |
1,028
+34
| +3% | +$23.5K | 0.06% | 312 |
|
|
2023
Q1 | $665K | Sell |
994
-69
| -6% | -$46.2K | 0.06% | 345 |
|
|
2022
Q4 | $753K | Buy |
1,063
+125
| +13% | +$88.6K | 0.07% | 379 |
|
|
2022
Q3 | $517K | Sell |
938
-62
| -6% | -$34.2K | 0.05% | 497 |
|
|
2022
Q2 | $609K | Buy |
1,000
+36
| +4% | +$21.9K | 0.06% | 464 |
|
|
2022
Q1 | $737K | Sell |
964
-8
| -0.8% | -$6.12K | 0.07% | 407 |
|
|
2021
Q4 | $890K | Buy |
+972
| New | +$890K | 0.08% | 342 |
|