Concentric Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $271K | Hold |
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|
2024
Q2 | $224K | Sell |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $279K | Sell |
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|
2021
Q3 | $327K | Sell |
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|
2021
Q2 | $402K | Hold |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $373K | Sell |
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|
2020
Q1 | $367K | Sell |
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|
2019
Q4 | $483K | Buy |
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