Independent Solutions Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,037
| Closed | -$792K | – | 222 |
|
|
2022
Q1 | $792K | Sell |
1,037
-16
| -2% | -$12.2K | 0.19% | 97 |
|
|
2021
Q4 | $964K | Hold |
1,053
| – | – | 0.23% | 94 |
|
|
2021
Q3 | $883K | Buy |
1,053
+59
| +6% | +$49.5K | 0.22% | 97 |
|
|
2021
Q2 | $870K | Buy |
994
+254
| +34% | +$222K | 0.21% | 97 |
|
|
2021
Q1 | $558K | Buy |
740
+33
| +5% | +$24.9K | 0.15% | 112 |
|
|
2020
Q4 | $510K | Buy |
707
+335
| +90% | +$242K | 0.16% | 106 |
|
|
2020
Q3 | $210K | Buy |
+372
| New | +$210K | 0.08% | 157 |
|