Second Half Financial Partners’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,845
| Closed | -$4.6M | – | 97 |
|
|
2024
Q3 | $4.6M | Sell |
4,845
-3,859
| -44% | -$3.66M | 2.44% | 9 |
|
|
2024
Q2 | $6.85M | Sell |
8,704
-272
| -3% | -$214K | 5.49% | 5 |
|
|
2024
Q1 | $7.48M | Sell |
8,976
-133
| -1% | -$111K | 3.33% | 5 |
|
|
2023
Q4 | $7.39M | Sell |
9,109
-12
| -0.1% | -$9.74K | 3.65% | 6 |
|
|
2023
Q3 | $5.9M | Buy |
9,121
+407
| +5% | +$263K | 2.94% | 6 |
|
|
2023
Q2 | $6.02M | Sell |
8,714
-59
| -0.7% | -$40.8K | 1.38% | 16 |
|
|
2023
Q1 | $5.87M | Sell |
8,773
-69
| -0.8% | -$46.2K | 3.48% | 5 |
|
|
2022
Q4 | $6.71M | Buy |
8,842
+576
| +7% | +$437K | 4.38% | 4 |
|
|
2022
Q3 | $4.55M | Buy |
+8,266
| New | +$4.55M | 5.66% | 4 |
|