Liberty Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-220
| Closed | -$192K | – | 278 |
|
|
2021
Q3 | $192K | Buy |
220
+74
| +51% | +$64.6K | 0.07% | 173 |
|
|
2021
Q2 | $128K | Buy |
146
+32
| +28% | +$28.1K | 0.05% | 185 |
|
|
2021
Q1 | $81K | Hold |
114
| – | – | 0.04% | 208 |
|
|
2020
Q4 | $81K | Buy |
114
+34
| +43% | +$24.2K | 0.04% | 206 |
|
|
2020
Q3 | $45K | Sell |
80
-4
| -5% | -$2.25K | 0.03% | 248 |
|
|
2020
Q2 | $45K | Buy |
84
+1
| +1% | +$536 | 0.03% | 232 |
|
|
2020
Q1 | $37K | Sell |
83
-46
| -36% | -$20.5K | 0.03% | 244 |
|
|
2019
Q4 | $65K | Sell |
129
-4
| -3% | -$2.02K | 0.05% | 213 |
|
|
2019
Q3 | $59K | Buy |
133
+19
| +17% | +$8.43K | 0.06% | 203 |
|
|
2019
Q2 | $54K | Buy |
114
+1
| +0.9% | +$474 | 0.05% | 236 |
|
|
2019
Q1 | $48K | Sell |
113
-12
| -10% | -$5.1K | 0.04% | 207 |
|
|
2018
Q4 | $49K | Buy |
+125
| New | +$49K | 0.04% | 186 |
|