WOSD
WFA of San Diego’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Buy |
+41
| New | +$43K | 0.03% | 217 |
|
|
2024
Q3 | $45.6K | Hold |
48
| – | – | 0.04% | 194 |
|
|
2024
Q2 | $37.8K | Buy |
+48
| New | +$37.8K | 0.03% | 201 |
|
|
2023
Q3 | $31K | Hold |
48
| – | – | 0.03% | 206 |
|
|
2023
Q2 | $33.2K | Buy |
+48
| New | +$33.2K | 0.03% | 202 |
|
|
2023
Q1 | – | Sell |
-48
| Closed | -$34K | – | 102 |
|
|
2022
Q4 | $34K | Buy |
+48
| New | +$34K | 0.03% | 231 |
|
|
2022
Q3 | – | Sell |
-58
| Closed | -$35K | – | 117 |
|
|
2022
Q2 | $35K | Buy |
+58
| New | +$35K | 0.03% | 185 |
|
|
2021
Q1 | – | Sell |
-48
| Closed | -$721 | – | 98 |
|
|
2020
Q4 | $721 | Buy |
+48
| New | +$721 | 0.19% | 8 |
|
|
2020
Q3 | – | Sell |
-992
| Closed | -$525K | – | 91 |
|
|
2020
Q2 | $525K | Buy |
+992
| New | +$525K | 0.12% | 151 |
|