KMWM
Keudell/Morrison Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-236
| Closed | -$206K | – | 177 |
|
|
2021
Q2 | $206K | Buy |
+236
| New | +$206K | 0.11% | 161 |
|
|
2020
Q1 | – | Sell |
-455
| Closed | -$229K | – | 141 |
|
|
2019
Q4 | $229K | Sell |
455
-1
| -0.2% | -$503 | 0.16% | 134 |
|
|
2019
Q3 | $203K | Sell |
456
-121
| -21% | -$53.9K | 0.17% | 142 |
|
|
2019
Q2 | $248K | Sell |
577
-42
| -7% | -$18.1K | 0.22% | 120 |
|
|
2019
Q1 | $265K | Buy |
+619
| New | +$265K | 0.23% | 111 |
|