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TrustWell Financial Advisors, LLC → BLK
TrustWell Financial Advisors, LLC BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
8
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $600K |
| Q4 2025 | $1M |
| Q1 2026 | $609K |
| Q1 2026 | $1.1M |
| Q2 2026 | $622K |
| Q2 2026 | $1.2M |
| Q3 2026 | $589K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 15.9K | — | — |
| Q3 2026 | $589K | 5.7K | — | — |
| Q2 2026 | $1.2M | 14.3K | — | — |
| Q2 2026 | $622K | 5.7K | — | — |
| Q1 2026 | $1.1M | 13.6K | — | — |
| Q1 2026 | $609K | 5.5K | — | — |
| Q4 2025 | $1M | 12.2K | — | — |
| Q4 2025 | $600K | 5.5K | — | — |