GW & Wade’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $22.4M | Buy |
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|
2023
Q3 | $17.7M | Buy |
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|
2023
Q2 | $18.4M | Buy |
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|
2023
Q1 | $17.6M | Buy |
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|
2022
Q4 | $18.5M | Buy |
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|
2022
Q3 | $13.7M | Buy |
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|
2022
Q2 | $14.6M | Buy |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q4 | $19.9M | Buy |
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|
2021
Q3 | $18.2M | Buy |
|
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|
2021
Q2 | $18.7M | Buy |
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|
2021
Q1 | $16M | Buy |
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|
2020
Q4 | $12M | Buy |
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|
2020
Q3 | $7.85M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Sell |
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|
2019
Q3 | $335K | Sell |
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|
2019
Q2 | $366K | Buy |
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|
2019
Q1 | $325K | Hold |
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|
2018
Q4 | $298K | Buy |
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|
2018
Q3 | $355K | Hold |
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|
2018
Q2 | $376K | Buy |
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|
2018
Q1 | $408K | Hold |
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|
2017
Q4 | $387K | Hold |
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|
2017
Q3 | $337K | Buy |
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|
2017
Q2 | $309K | Buy |
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|
2017
Q1 | $279K | Buy |
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|
2016
Q4 | $240K | Buy |
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|
2016
Q3 | $215K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $204K | Sell |
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|
2014
Q4 | $2.66M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $4.08M | Buy |
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|
2013
Q2 | $3.87M | Buy |
|