CPA
Clear Perspective Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.27M | Buy |
1,383
+91
| +7% | +$83.3K | 0.38% | 44 |
|
|
2021
Q3 | $1.08M | Sell |
1,292
-35
| -3% | -$29.3K | 0.37% | 48 |
|
|
2021
Q2 | $1.16M | Sell |
1,327
-16
| -1% | -$14K | 0.4% | 46 |
|
|
2021
Q1 | $1.01M | Buy |
1,343
+69
| +5% | +$52K | 0.4% | 54 |
|
|
2020
Q4 | $919K | Sell |
1,274
-109
| -8% | -$78.6K | 0.38% | 50 |
|
|
2020
Q3 | $345 | Sell |
1,383
-60
| -4% | -$15 | 0.16% | 102 |
|
|
2020
Q2 | $785K | Buy |
1,443
+50
| +4% | +$27.2K | 0.43% | 44 |
|
|
2020
Q1 | $613K | Hold |
1,393
| – | – | 0.41% | 49 |
|
|
2019
Q4 | $700K | Sell |
1,393
-32
| -2% | -$16.1K | 0.43% | 55 |
|
|
2019
Q3 | $635K | Sell |
1,425
-18
| -1% | -$8.02K | 0.29% | 72 |
|
|
2019
Q2 | $677K | Sell |
1,443
-84
| -6% | -$39.4K | 0.43% | 58 |
|
|
2019
Q1 | $710K | Sell |
1,527
-50
| -3% | -$23.2K | 0.5% | 51 |
|
|
2018
Q4 | $619K | Sell |
1,577
-5
| -0.3% | -$1.96K | 0.51% | 60 |
|
|
2018
Q3 | $746K | Buy |
1,582
+199
| +14% | +$93.8K | 0.55% | 53 |
|
|
2018
Q2 | $690K | Hold |
1,383
| – | – | 0.48% | 54 |
|
|
2018
Q1 | $749K | Buy |
1,383
+15
| +1% | +$8.12K | 0.56% | 44 |
|
|
2017
Q4 | $703K | Sell |
1,368
-58
| -4% | -$29.8K | 0.54% | 47 |
|
|
2017
Q3 | $638K | Sell |
1,426
-219
| -13% | -$98K | 0.52% | 48 |
|
|
2017
Q2 | $695K | Sell |
1,645
-115
| -7% | -$48.6K | 0.58% | 46 |
|
|
2017
Q1 | $675K | Sell |
1,760
-783
| -31% | -$300K | 0.45% | 52 |
|
|
2016
Q4 | $968K | Buy |
+2,543
| New | +$968K | 0.64% | 35 |
|