SSWM
Strait & Sound Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-329
| Closed | -$337K | – | 144 |
|
|
2024
Q4 | $337K | Hold |
329
| – | – | 0.16% | 102 |
|
|
2024
Q3 | $312K | Sell |
329
-71
| -18% | -$67.4K | 0.15% | 103 |
|
|
2024
Q2 | $315K | Sell |
400
-141
| -26% | -$111K | 0.16% | 101 |
|
|
2024
Q1 | $425K | Sell |
541
-3
| -0.6% | -$2.36K | 0.24% | 68 |
|
|
2023
Q4 | $428K | Hold |
544
| – | – | 0.27% | 69 |
|
|
2023
Q3 | $352K | Buy |
+544
| New | +$352K | 0.3% | 78 |
|