Cardinal Strategic Wealth Guidance’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-259
| Closed | -$210K | – | 60 |
|
|
2023
Q4 | $210K | Buy |
+259
| New | +$210K | 0.08% | 61 |
|
|
2023
Q1 | – | Sell |
-321
| Closed | -$227K | – | 87 |
|
|
2022
Q4 | $227K | Sell |
321
-70
| -18% | -$49.6K | 0.11% | 64 |
|
|
2022
Q3 | $215K | Sell |
391
-88
| -18% | -$48.4K | 0.11% | 56 |
|
|
2022
Q2 | $292K | Sell |
479
-10
| -2% | -$6.1K | 0.15% | 51 |
|
|
2022
Q1 | $374K | Sell |
489
-5
| -1% | -$3.82K | 0.17% | 51 |
|
|
2021
Q4 | $452K | Sell |
494
-16
| -3% | -$14.6K | 0.21% | 51 |
|
|
2021
Q3 | $428K | Buy |
510
+2
| +0.4% | +$1.68K | 0.22% | 50 |
|
|
2021
Q2 | $444K | Hold |
508
| – | – | 0.23% | 48 |
|
|
2021
Q1 | $383K | Sell |
508
-20
| -4% | -$15.1K | 0.22% | 49 |
|
|
2020
Q4 | $381K | Sell |
528
-30
| -5% | -$21.6K | 0.23% | 42 |
|
|
2020
Q3 | $314K | Sell |
558
-271
| -33% | -$152K | 0.22% | 43 |
|
|
2020
Q2 | $451K | Sell |
829
-158
| -16% | -$86K | 0.34% | 35 |
|
|
2020
Q1 | $434K | Sell |
987
-52
| -5% | -$22.9K | 0.4% | 32 |
|
|
2019
Q4 | $522K | Buy |
+1,039
| New | +$522K | 0.45% | 37 |
|