SWM
Selective Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-242
| Closed | -$133K | – | 187 |
|
|
2022
Q3 | $133K | Buy |
242
+3
| +1% | +$1.65K | 0.06% | 169 |
|
|
2022
Q2 | $146K | Buy |
239
+57
| +31% | +$34.8K | 0.05% | 178 |
|
|
2022
Q1 | $139K | Buy |
182
+32
| +21% | +$24.4K | 0.05% | 174 |
|
|
2021
Q4 | $137K | Sell |
150
-70
| -32% | -$63.9K | 0.06% | 163 |
|
|
2021
Q3 | $185K | Buy |
220
+100
| +83% | +$84.1K | 0.1% | 116 |
|
|
2021
Q2 | $105K | Buy |
+120
| New | +$105K | 0.08% | 114 |
|