Bernardo Wealth Planning’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-372
| Closed | -$268K | – | 89 |
|
|
2020
Q4 | $268K | Sell |
372
-19
| -5% | -$13.7K | 0.1% | 144 |
|
|
2020
Q3 | $220K | Buy |
391
+12
| +3% | +$6.75K | 0.1% | 143 |
|
|
2020
Q2 | $206K | Buy |
+379
| New | +$206K | 0.11% | 133 |
|
|
2019
Q2 | – | Sell |
-497
| Closed | -$212K | – | 150 |
|
|
2019
Q1 | $212K | Buy |
+497
| New | +$212K | 0.17% | 135 |
|