Lenox Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $75K | Buy |
101
+36
| +55% | +$26.7K | 0.01% | 195 |
|
|
2021
Q4 | $60K | Buy |
65
+7
| +12% | +$6.46K | 0.01% | 230 |
|
|
2021
Q3 | $49K | Hold |
58
| – | – | 0.01% | 235 |
|
|
2021
Q2 | $51K | Buy |
+58
| New | +$51K | 0.01% | 228 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | -$1K | – | 776 |
|
|
2019
Q4 | $1K | Sell |
1
-48
| -98% | -$48K | ﹤0.01% | 657 |
|
|
2019
Q3 | $22K | Buy |
49
+19
| +63% | +$8.53K | ﹤0.01% | 286 |
|
|
2019
Q2 | $14K | Buy |
+30
| New | +$14K | ﹤0.01% | 250 |
|
|
2017
Q4 | – | Sell |
-1
| Closed | – | – | 393 |
|
|
2017
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 241 |
|
|
2016
Q2 | – | Sell |
-12
| Closed | -$4K | – | 209 |
|
|
2016
Q1 | $4K | Hold |
12
| – | – | ﹤0.01% | 204 |
|
|
2015
Q4 | $4K | Sell |
12
-40
| -77% | -$13.3K | ﹤0.01% | 242 |
|
|
2015
Q3 | $15K | Buy |
+52
| New | +$15K | 0.01% | 155 |
|
|
2013
Q4 | – | Sell |
-50
| Closed | -$14K | – | 379 |
|
|
2013
Q3 | $14K | Buy |
+50
| New | +$14K | 0.01% | 82 |
|