BDO Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $124K | Buy |
180
+45
| +33% | +$31.1K | 0.01% | 312 |
|
2023
Q1 | $90.3K | Hold |
135
| – | – | 0.01% | 338 |
|
2022
Q4 | $95.7K | Hold |
135
| – | – | 0.01% | 336 |
|
2022
Q3 | $74K | Hold |
135
| – | – | 0.01% | 358 |
|
2022
Q2 | $82K | Sell |
135
-25
| -16% | -$15.2K | 0.01% | 349 |
|
2022
Q1 | $122K | Sell |
160
-35
| -18% | -$26.7K | 0.01% | 317 |
|
2021
Q4 | $179K | Sell |
195
-18
| -8% | -$16.5K | 0.02% | 291 |
|
2021
Q3 | $179K | Buy |
213
+90
| +73% | +$75.6K | 0.02% | 299 |
|
2021
Q2 | $108K | Hold |
123
| – | – | 0.01% | 360 |
|
2021
Q1 | $93K | Sell |
123
-261
| -68% | -$197K | 0.01% | 362 |
|
2020
Q4 | $277K | Buy |
384
+53
| +16% | +$38.2K | 0.04% | 205 |
|
2020
Q3 | $187K | Buy |
331
+13
| +4% | +$7.34K | 0.03% | 224 |
|
2020
Q2 | $173K | Hold |
318
| – | – | 0.03% | 229 |
|
2020
Q1 | $140K | Buy |
318
+66
| +26% | +$29.1K | 0.03% | 239 |
|
2019
Q4 | $127K | Hold |
252
| – | – | 0.03% | 224 |
|
2019
Q3 | $112K | Hold |
252
| – | – | 0.03% | 242 |
|
2019
Q2 | $118K | Buy |
+252
| New | +$118K | 0.03% | 231 |
|
2018
Q4 | – | Sell |
-56
| Closed | -$26K | – | 555 |
|
2018
Q3 | $26K | Sell |
56
-3
| -5% | -$1.39K | 0.01% | 353 |
|
2018
Q2 | $29K | Hold |
59
| – | – | 0.01% | 345 |
|
2018
Q1 | $32K | Sell |
59
-2
| -3% | -$1.09K | 0.01% | 281 |
|
2017
Q4 | $31K | Buy |
61
+5
| +9% | +$2.54K | 0.01% | 243 |
|
2017
Q3 | $25K | Buy |
56
+29
| +107% | +$12.9K | 0.01% | 244 |
|
2017
Q2 | $11K | Buy |
+27
| New | +$11K | ﹤0.01% | 358 |
|