WR Wealth Planners’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.4K | Sell |
16
-12
| -43% | -$12.3K | 0.01% | 514 |
|
|
2024
Q3 | $26.6K | Buy |
28
+2
| +8% | +$1.9K | 0.01% | 438 |
|
|
2024
Q2 | $20.5K | Sell |
26
-79
| -75% | -$62.2K | 0.01% | 445 |
|
|
2024
Q1 | $87.5K | Buy |
+105
| New | +$87.5K | 0.03% | 268 |
|
|
2023
Q4 | – | Sell |
-92
| Closed | -$59.5K | – | 250 |
|
|
2023
Q3 | $59.5K | Sell |
92
-32
| -26% | -$20.7K | 0.02% | 298 |
|
|
2023
Q2 | $85.7K | Buy |
124
+64
| +107% | +$44.2K | 0.03% | 260 |
|
|
2023
Q1 | $40.1K | Sell |
60
-76
| -56% | -$50.8K | 0.02% | 345 |
|
|
2022
Q4 | $96.6K | Sell |
136
-30
| -18% | -$21.3K | 0.06% | 139 |
|
|
2022
Q3 | $91.5K | Buy |
166
+7
| +4% | +$3.86K | 0.06% | 130 |
|
|
2022
Q2 | $96.9K | Buy |
159
+2
| +1% | +$1.22K | 0.06% | 131 |
|
|
2022
Q1 | $120K | Buy |
+157
| New | +$120K | 0.07% | 126 |
|