SFWA
Summit Financial Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-330
| Closed | -$252K | – | 137 |
|
|
2022
Q1 | $252K | Buy |
330
+50
| +18% | +$38.2K | 0.05% | 110 |
|
|
2021
Q4 | $257K | Sell |
280
-8
| -3% | -$7.34K | 0.05% | 118 |
|
|
2021
Q3 | $242K | Hold |
288
| – | – | 0.05% | 113 |
|
|
2021
Q2 | $252K | Buy |
+288
| New | +$252K | 0.06% | 107 |
|