SWM
Sendero Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,967
| Closed | -$1.27M | – | 148 |
|
|
2023
Q3 | $1.27M | Buy |
1,967
+152
| +8% | +$98.3K | 0.27% | 66 |
|
|
2023
Q2 | $1.25M | Sell |
1,815
-58
| -3% | -$40.1K | 0.27% | 68 |
|
|
2023
Q1 | $1.25M | Sell |
1,873
-38
| -2% | -$25.4K | 0.38% | 56 |
|
|
2022
Q4 | $1.35M | Buy |
1,911
+441
| +30% | +$313K | 0.48% | 43 |
|
|
2022
Q3 | $809K | Buy |
1,470
+1,453
| +8,547% | +$800K | 0.34% | 49 |
|
|
2022
Q2 | $373K | Buy |
+17
| New | +$373K | 0.36% | 66 |
|