SWMP
Signature Wealth Management Partners’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Hold |
449
| – | – | 0.27% | 67 |
|
|
2025
Q1 | $425K | Hold |
449
| – | – | 0.28% | 65 |
|
|
2024
Q4 | $460K | Buy |
+449
| New | +$460K | 0.32% | 62 |
|
|
2024
Q3 | – | Sell |
-451
| Closed | -$355K | – | 105 |
|
|
2024
Q2 | $355K | Buy |
451
+40
| +10% | +$31.5K | 0.27% | 72 |
|
|
2024
Q1 | $343K | Sell |
411
-4
| -1% | -$3.34K | 0.28% | 73 |
|
|
2023
Q4 | $337K | Hold |
415
| – | – | 0.3% | 71 |
|
|
2023
Q3 | $268K | Hold |
415
| – | – | 0.26% | 78 |
|
|
2023
Q2 | $287K | Buy |
415
+61
| +17% | +$42.2K | 0.27% | 73 |
|
|
2023
Q1 | $237K | Buy |
+354
| New | +$237K | 0.22% | 88 |
|