SVWAG
Sound View Wealth Advisors Group’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
1,460
+17
| +1% | +$17.8K | 0.11% | 147 |
|
|
2025
Q1 | $1.37M | Sell |
1,443
-26
| -2% | -$24.6K | 0.11% | 149 |
|
|
2024
Q4 | $1.51M | Sell |
1,469
-150
| -9% | -$154K | 0.12% | 140 |
|
|
2024
Q3 | $1.54M | Buy |
1,619
+63
| +4% | +$59.8K | 0.13% | 142 |
|
|
2024
Q2 | $1.23M | Buy |
1,556
+225
| +17% | +$177K | 0.13% | 143 |
|
|
2024
Q1 | $1.11M | Buy |
1,331
+59
| +5% | +$49.2K | 0.12% | 154 |
|
|
2023
Q4 | $1.03M | Buy |
1,272
+534
| +72% | +$434K | 0.11% | 153 |
|
|
2023
Q3 | $477K | Buy |
738
+4
| +0.5% | +$2.58K | 0.06% | 227 |
|
|
2023
Q2 | $507K | Sell |
734
-6
| -0.8% | -$4.14K | 0.07% | 222 |
|
|
2023
Q1 | $495K | Sell |
740
-532
| -42% | -$356K | 0.07% | 219 |
|
|
2022
Q4 | $1.03M | Buy |
1,272
+474
| +59% | +$385K | 0.11% | 153 |
|
|
2022
Q3 | $439K | Buy |
798
+3
| +0.4% | +$1.65K | 0.1% | 177 |
|
|
2022
Q2 | $484K | Buy |
795
+129
| +19% | +$78.5K | 0.1% | 168 |
|
|
2022
Q1 | $509K | Buy |
666
+39
| +6% | +$29.8K | 0.1% | 172 |
|
|
2021
Q4 | $574K | Buy |
627
+27
| +5% | +$24.7K | 0.11% | 168 |
|
|
2021
Q3 | $503K | Sell |
600
-30
| -5% | -$25.2K | 0.11% | 171 |
|
|
2021
Q2 | $551K | Sell |
630
-51
| -7% | -$44.6K | 0.12% | 157 |
|
|
2021
Q1 | $514K | Buy |
681
+41
| +6% | +$30.9K | 0.12% | 155 |
|
|
2020
Q4 | $462K | Buy |
640
+5
| +0.8% | +$3.61K | 0.11% | 159 |
|
|
2020
Q3 | $358K | Buy |
635
+100
| +19% | +$56.4K | 0.09% | 175 |
|
|
2020
Q2 | $291K | Sell |
535
-89
| -14% | -$48.4K | 0.08% | 190 |
|
|
2020
Q1 | $275K | Sell |
624
-14
| -2% | -$6.17K | 0.1% | 173 |
|
|
2019
Q4 | $321K | Sell |
638
-119
| -16% | -$59.9K | 0.09% | 180 |
|
|
2019
Q3 | $338K | Sell |
757
-37
| -5% | -$16.5K | 0.1% | 176 |
|
|
2019
Q2 | $373K | Buy |
+794
| New | +$373K | 0.11% | 166 |
|