CWA
Constellation Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,220
| Closed | -$422K | – | 94 |
|
|
2015
Q2 | $422K | Hold |
1,220
| – | – | 0.04% | 143 |
|
|
2015
Q1 | $446K | Buy |
1,220
+5
| +0.4% | +$1.83K | 0.04% | 146 |
|
|
2014
Q4 | $434K | Hold |
1,215
| – | – | 0.04% | 143 |
|
|
2014
Q3 | $399K | Sell |
1,215
-10
| -0.8% | -$3.28K | 0.04% | 152 |
|
|
2014
Q2 | $392K | Hold |
1,225
| – | – | 0.04% | 135 |
|
|
2014
Q1 | $385K | Hold |
1,225
| – | – | 0.04% | 158 |
|
|
2013
Q4 | $388K | Sell |
1,225
-191
| -13% | -$60.5K | 0.04% | 164 |
|
|
2013
Q3 | $383K | Buy |
1,416
+245
| +21% | +$66.3K | 0.04% | 157 |
|
|
2013
Q2 | $300K | Buy |
+1,171
| New | +$300K | 0.04% | 164 |
|