DWM
Doyle Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-525
| Closed | -$401K | – | 212 |
|
|
2022
Q1 | $401K | Sell |
525
-80
| -13% | -$61.1K | 0.03% | 169 |
|
|
2021
Q4 | $554K | Buy |
605
+1
| +0.2% | +$916 | 0.04% | 138 |
|
|
2021
Q3 | $507K | Buy |
604
+314
| +108% | +$264K | 0.04% | 141 |
|
|
2021
Q2 | $254K | Buy |
290
+1
| +0.3% | +$876 | 0.02% | 195 |
|
|
2021
Q1 | $218K | Sell |
289
-6
| -2% | -$4.53K | 0.02% | 202 |
|
|
2020
Q4 | $213K | Buy |
+295
| New | +$213K | 0.02% | 200 |
|
|
2019
Q3 | – | Sell |
-328
| Closed | -$154K | – | 262 |
|
|
2019
Q2 | $154K | Buy |
+328
| New | +$154K | 0.02% | 220 |
|
|
2019
Q1 | – | Sell |
-376
| Closed | -$148K | – | 251 |
|
|
2018
Q4 | $148K | Buy |
+376
| New | +$148K | 0.03% | 205 |
|