Accel Wealth Management’s Blackrock BLK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-35
| Closed | -$23.4K | – | 244 |
|
2023
Q1 | $23.4K | Sell |
35
-5
| -13% | -$3.35K | 0.01% | 659 |
|
2022
Q4 | $28.3K | Buy |
40
+10
| +33% | +$7.09K | 0.01% | 473 |
|
2022
Q3 | $18K | Hold |
30
| – | – | 0.01% | 582 |
|
2022
Q2 | $18K | Hold |
30
| – | – | 0.01% | 567 |
|
2022
Q1 | $23K | Hold |
30
| – | – | 0.01% | 518 |
|
2021
Q4 | $27K | Hold |
30
| – | – | 0.01% | 506 |
|
2021
Q3 | $25K | Hold |
30
| – | – | 0.02% | 452 |
|
2021
Q2 | $26K | Hold |
30
| – | – | 0.02% | 463 |
|
2021
Q1 | $23K | Buy |
+30
| New | +$23K | 0.02% | 467 |
|