White Knight Strategic Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-278
| Closed | -$219K | – | 83 |
|
2024
Q2 | $219K | Sell |
278
-10
| -3% | -$7.87K | 0.22% | 74 |
|
2024
Q1 | $240K | Hold |
288
| – | – | 0.25% | 67 |
|
2023
Q4 | $234K | Buy |
+288
| New | +$234K | 0.27% | 66 |
|
2023
Q3 | – | Sell |
-313
| Closed | -$216K | – | 64 |
|
2023
Q2 | $216K | Sell |
313
-40
| -11% | -$27.6K | 0.25% | 66 |
|
2023
Q1 | $236K | Hold |
353
| – | – | 0.3% | 61 |
|
2022
Q4 | $250K | Buy |
+353
| New | +$250K | 0.34% | 57 |
|
2022
Q3 | – | Sell |
-361
| Closed | -$220K | – | 63 |
|
2022
Q2 | $220K | Buy |
361
+5
| +1% | +$3.05K | 0.3% | 60 |
|
2022
Q1 | $272K | Buy |
356
+32
| +10% | +$24.4K | 0.29% | 62 |
|
2021
Q4 | $297K | Buy |
+324
| New | +$297K | 0.31% | 61 |
|