SWA
SOA Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Sell |
12,958
-2,420
| -16% | -$33.3K | 0.03% | 207 |
|
|
2025
Q1 | $164K | Buy |
15,378
+15,222
| +9,758% | +$162K | 0.03% | 206 |
|
|
2024
Q4 | $160K | Hold |
156
| – | – | 0.03% | 206 |
|
|
2024
Q3 | $148K | Buy |
156
+2
| +1% | +$1.9K | 0.03% | 211 |
|
|
2024
Q2 | $121K | Buy |
154
+1
| +0.7% | +$788 | 0.02% | 227 |
|
|
2024
Q1 | $128K | Hold |
153
| – | – | 0.03% | 223 |
|
|
2023
Q4 | $124K | Buy |
153
+12
| +9% | +$9.71K | 0.03% | 216 |
|
|
2023
Q3 | $91K | Buy |
141
+1
| +0.7% | +$646 | 0.02% | 235 |
|
|
2023
Q2 | $96.7K | Buy |
140
+1
| +0.7% | +$690 | 0.02% | 237 |
|
|
2023
Q1 | $93K | Buy |
139
+1
| +0.7% | +$669 | 0.02% | 231 |
|
|
2022
Q4 | $97.8K | Buy |
138
+1
| +0.7% | +$709 | 0.03% | 223 |
|
|
2022
Q3 | $75K | Sell |
137
-3
| -2% | -$1.64K | 0.02% | 224 |
|
|
2022
Q2 | $85K | Buy |
140
+98
| +233% | +$59.5K | 0.03% | 215 |
|
|
2022
Q1 | $32K | Hold |
42
| – | – | 0.01% | 377 |
|
|
2021
Q4 | $39K | Hold |
42
| – | – | 0.01% | 329 |
|
|
2021
Q3 | $35K | Hold |
42
| – | – | 0.01% | 362 |
|
|
2021
Q2 | $37K | Sell |
42
-3
| -7% | -$2.64K | 0.01% | 351 |
|
|
2021
Q1 | $34K | Sell |
45
-5
| -10% | -$3.78K | 0.01% | 315 |
|
|
2020
Q4 | $36K | Buy |
+50
| New | +$36K | 0.01% | 303 |
|