Secure Asset Management’s Blackrock BLK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-247
Closed -$206K 281
2024
Q1
$206K Sell
247
-9
-4% -$7.5K 0.05% 224
2023
Q4
$208K Sell
256
-91
-26% -$73.9K 0.06% 220
2023
Q3
$224K Buy
347
+2
+0.6% +$1.29K 0.07% 191
2023
Q2
$239K Buy
+345
New +$239K 0.07% 170
2023
Q1
Sell
-363
Closed -$257K 189
2022
Q4
$257K Sell
363
-21
-5% -$14.9K 0.09% 159
2022
Q3
$212K Sell
384
-16
-4% -$8.83K 0.12% 139
2022
Q2
$244K Sell
400
-17
-4% -$10.4K 0.14% 130
2022
Q1
$319K Sell
417
-33
-7% -$25.2K 0.14% 137
2021
Q4
$412K Sell
450
-57
-11% -$52.2K 0.17% 104
2021
Q3
$425K Buy
507
+204
+67% +$171K 0.21% 84
2021
Q2
$265K Buy
303
+23
+8% +$20.1K 0.13% 147
2021
Q1
$211K Buy
+280
New +$211K 0.12% 168
2020
Q1
Sell
-555
Closed -$279K 115
2019
Q4
$279K Buy
+555
New +$279K 0.2% 120