Westshore Wealth’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $234K | Buy |
223
+6
| +3% | +$6.3K | 0.09% | 81 |
|
2025
Q1 | $205K | Sell |
217
-11
| -5% | -$10.4K | 0.09% | 88 |
|
2024
Q4 | $234K | Buy |
+228
| New | +$234K | 0.09% | 81 |
|
2021
Q3 | – | Sell |
-620
| Closed | -$542K | – | 89 |
|
2021
Q2 | $542K | Buy |
620
+2
| +0.3% | +$1.75K | 0.28% | 62 |
|
2021
Q1 | $466K | Buy |
+618
| New | +$466K | 0.27% | 66 |
|