LWS Wealth Advisors, Inc. BLK Holdings History
LWS Wealth Advisors, Inc.'s BlackRock Inc Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held - shares of BlackRock Inc(BLK), totaling N/A. This investment constitutes 0% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 0% of the outstanding BlackRock Inc(BLK) stock.
The initial trade took place in 2022Q2. And since then LWS Wealth Advisors, Inc. has made 2 purchases of BLK, at an average price of $673.89, for a total of 6,179.00 shares. In addition, there have been 1 sales at an average price of $698.07 for 6,179.00 shares. Based on historical transaction data and BLK's current price of $1103.59, LWS Wealth Advisors, Inc.'s estimated gain on his BLK holdings is $149,436.37, reflecting a 3.59% gain to date.
LWS Wealth Advisors, Inc. BLK ($1103.59) Holding Chart
LWS Wealth Advisors, Inc. BLK ($1103.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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