Harvest Group Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-110
| Closed | -$79K | – | 113 |
|
2020
Q4 | $79K | Hold |
110
| – | – | 0.05% | 77 |
|
2020
Q3 | $62K | Buy |
110
+24
| +28% | +$13.5K | 0.04% | 81 |
|
2020
Q2 | $46K | Sell |
86
-9
| -9% | -$4.81K | 0.04% | 85 |
|
2020
Q1 | $41K | Hold |
95
| – | – | 0.04% | 82 |
|
2019
Q4 | $47K | Hold |
95
| – | – | 0.04% | 81 |
|
2019
Q3 | $42K | Buy |
95
+9
| +10% | +$3.98K | 0.05% | 86 |
|
2019
Q2 | $40K | Hold |
86
| – | – | 0.05% | 82 |
|
2019
Q1 | $37K | Buy |
+86
| New | +$37K | 0.03% | 105 |
|