TFO Wealth Partners’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$834 | – | 150 |
|
|
2024
Q1 | $834 | Sell |
1
-1
| -50% | -$834 | ﹤0.01% | 190 |
|
|
2023
Q4 | $1.62K | Hold |
2
| – | – | ﹤0.01% | 147 |
|
|
2023
Q3 | $1.38K | Buy |
2
+1
| +100% | +$691 | ﹤0.01% | 235 |
|
|
2023
Q2 | $691 | Hold |
1
| – | – | ﹤0.01% | 238 |
|
|
2023
Q1 | $669 | Hold |
1
| – | – | ﹤0.01% | 207 |
|
|
2022
Q4 | $83 | Buy |
+1
| New | +$83 | ﹤0.01% | 806 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | -$2K | – | 178 |
|
|
2022
Q2 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 294 |
|
|
2020
Q4 | – | Sell |
-5
| Closed | -$3K | – | 89 |
|
|
2020
Q3 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 119 |
|