TrinityPoint Wealth’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.68M | Buy |
1,641
+147
| +10% | +$151K | 0.24% | 100 |
|
|
2024
Q3 | $1.42M | Buy |
1,494
+54
| +4% | +$51.3K | 0.2% | 119 |
|
|
2024
Q2 | $1.13M | Buy |
1,440
+23
| +2% | +$18.1K | 0.18% | 132 |
|
|
2024
Q1 | $1.18M | Buy |
1,417
+37
| +3% | +$30.9K | 0.2% | 118 |
|
|
2023
Q4 | $1.12M | Buy |
1,380
+51
| +4% | +$41.4K | 0.2% | 117 |
|
|
2023
Q3 | $859K | Sell |
1,329
-16
| -1% | -$10.3K | 0.17% | 129 |
|
|
2023
Q2 | $930K | Buy |
1,345
+224
| +20% | +$155K | 0.18% | 123 |
|
|
2023
Q1 | $750K | Buy |
1,121
+24
| +2% | +$16.1K | 0.16% | 132 |
|
|
2022
Q4 | $777K | Buy |
+1,097
| New | +$777K | 0.18% | 128 |
|