SDAM
Shulman DeMeo Asset Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-458
| Closed | -$451K | – | 121 |
|
|
2024
Q3 | $451K | Buy |
458
+3
| +0.7% | +$2.95K | 0.11% | 78 |
|
|
2024
Q2 | $359K | Buy |
455
+11
| +2% | +$8.67K | 0.09% | 89 |
|
|
2024
Q1 | $370K | Hold |
444
| – | – | 0.1% | 89 |
|
|
2023
Q4 | $361K | Buy |
444
+24
| +6% | +$19.5K | 0.1% | 87 |
|
|
2023
Q3 | $272K | Sell |
420
-34
| -7% | -$22K | 0.09% | 99 |
|
|
2023
Q2 | $314K | Sell |
454
-35
| -7% | -$24.2K | 0.09% | 94 |
|
|
2023
Q1 | $327K | Sell |
489
-2
| -0.4% | -$1.34K | 0.1% | 93 |
|
|
2022
Q4 | $348K | Sell |
491
-12
| -2% | -$8.5K | 0.12% | 85 |
|
|
2022
Q3 | $277K | Sell |
503
-1
| -0.2% | -$551 | 0.1% | 102 |
|
|
2022
Q2 | $307K | Buy |
504
+9
| +2% | +$5.48K | 0.1% | 98 |
|
|
2022
Q1 | $378K | Buy |
495
+36
| +8% | +$27.5K | 0.1% | 94 |
|
|
2021
Q4 | $420K | Buy |
+459
| New | +$420K | 0.11% | 87 |
|
|
2021
Q3 | – | Sell |
-414
| Closed | -$362K | – | 90 |
|
|
2021
Q2 | $362K | Sell |
414
-16
| -4% | -$14K | 0.14% | 44 |
|
|
2021
Q1 | $324K | Buy |
430
+5
| +1% | +$3.77K | 0.09% | 102 |
|
|
2020
Q4 | $307K | Buy |
+425
| New | +$307K | 0.09% | 105 |
|