Lenox Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $986K | Buy |
1,814
+351
| +24% | +$191K | 0.3% | 63 |
|
2020
Q1 | $643K | Sell |
1,463
-152
| -9% | -$66.8K | 0.22% | 75 |
|
2019
Q4 | $812K | Buy |
1,615
+1,343
| +494% | +$675K | 0.23% | 76 |
|
2019
Q3 | $121K | Buy |
272
+20
| +8% | +$8.9K | 0.04% | 188 |
|
2019
Q2 | $118K | Buy |
252
+7
| +3% | +$3.28K | 0.04% | 173 |
|
2019
Q1 | $105K | Buy |
245
+190
| +345% | +$81.4K | 0.03% | 172 |
|
2018
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 603 |
|
2018
Q3 | – | Sell |
-2
| Closed | -$1K | – | 643 |
|
2018
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 536 |
|