ShoreHaven Wealth Partners’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
297
| – | – | 0.13% | 77 |
|
|
2025
Q1 | $281K | Buy |
297
+1
| +0.3% | +$947 | 0.13% | 78 |
|
|
2024
Q4 | $304K | Buy |
+296
| New | +$304K | 0.14% | 73 |
|
|
2024
Q3 | – | Sell |
-300
| Closed | -$236K | – | 85 |
|
|
2024
Q2 | $236K | Buy |
300
+1
| +0.3% | +$787 | 0.12% | 75 |
|
|
2024
Q1 | $250K | Hold |
299
| – | – | 0.14% | 75 |
|
|
2023
Q4 | $243K | Buy |
+299
| New | +$243K | 0.15% | 70 |
|
|
2021
Q2 | – | Sell |
-103
| Closed | -$78K | – | 86 |
|
|
2021
Q1 | $78K | Buy |
103
+30
| +41% | +$22.7K | 0.04% | 96 |
|
|
2020
Q4 | $53K | Buy |
+73
| New | +$53K | 0.03% | 104 |
|