Integrated Wealth Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$1.54M Buy
4,005
+43
+1% +$16.5K 0.51% 56
2016
Q4
$1.51M Sell
3,962
-59
-1% -$22.5K 0.56% 53
2016
Q3
$1.46M Sell
4,021
-93
-2% -$33.7K 0.52% 49
2016
Q2
$1.41M Sell
4,114
-92
-2% -$31.5K 0.54% 42
2016
Q1
$1.43M Buy
4,206
+21
+0.5% +$7.15K 0.6% 40
2015
Q4
$1.43M Sell
4,185
-41
-1% -$14K 0.61% 38
2015
Q3
$1.26M Sell
4,226
-600
-12% -$178K 0.55% 45
2015
Q2
$1.67M Sell
4,826
-137
-3% -$47.4K 0.65% 33
2015
Q1
$1.82M Buy
+4,963
New +$1.82M 0.76% 25