Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $712K | Buy |
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|
2020
Q2 | $268K | Sell |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $804K | Buy |
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|
2019
Q3 | $712K | Buy |
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|
2019
Q2 | $742K | Buy |
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|
2019
Q1 | $665K | Buy |
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|
2018
Q4 | $603K | Buy |
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|
2018
Q3 | $708K | Sell |
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|
2018
Q2 | $763K | Sell |
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|
2018
Q1 | $906K | Sell |
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|
2017
Q4 | $864K | Sell |
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|
2017
Q3 | $792K | Sell |
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|
2017
Q2 | $767K | Buy |
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|
2017
Q1 | $685K | Sell |
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|
2016
Q4 | $812K | Sell |
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|
2016
Q3 | $777K | Buy |
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|
2016
Q2 | $468K | Sell |
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|
2016
Q1 | $480K | Buy |
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|
2015
Q4 | $372K | Sell |
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|
2015
Q3 | $519K | Buy |
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|
2015
Q2 | $558K | Buy |
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|
2015
Q1 | $534K | Buy |
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