Laurel Wealth Advisors (California)’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $506K | Sell |
714
-21
| -3% | -$14.9K | 0.05% | 352 |
|
2022
Q3 | $404K | Buy |
735
+42
| +6% | +$23.1K | 0.04% | 392 |
|
2022
Q2 | $422K | Buy |
693
+86
| +14% | +$52.4K | 0.04% | 400 |
|
2022
Q1 | $464K | Buy |
607
+19
| +3% | +$14.5K | 0.04% | 433 |
|
2021
Q4 | $539K | Buy |
+588
| New | +$539K | 0.04% | 428 |
|
2018
Q3 | – | Sell |
-608
| Closed | -$303K | – | 400 |
|
2018
Q2 | $303K | Sell |
608
-14
| -2% | -$6.98K | 0.08% | 256 |
|
2018
Q1 | $336K | Sell |
622
-235
| -27% | -$127K | 0.1% | 219 |
|
2017
Q4 | $440K | Buy |
+857
| New | +$440K | 0.13% | 187 |
|
2017
Q2 | – | Sell |
-567
| Closed | -$217K | – | 301 |
|
2017
Q1 | $217K | Buy |
+567
| New | +$217K | 0.08% | 236 |
|