TFA
Trinity Financial Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-692
| Closed | -$478K | – | 75 |
|
|
2023
Q2 | $478K | Sell |
692
-155
| -18% | -$107K | 0.26% | 39 |
|
|
2023
Q1 | $567K | Sell |
847
-136
| -14% | -$91K | 0.35% | 28 |
|
|
2022
Q4 | $696K | Sell |
983
-34
| -3% | -$24.1K | 0.46% | 26 |
|
|
2022
Q3 | $559K | Buy |
+1,017
| New | +$559K | 0.41% | 30 |
|