Lionsbridge Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,713
| Closed | -$1.31M | – | 41 |
|
2022
Q1 | $1.31M | Sell |
1,713
-52
| -3% | -$39.7K | 1.52% | 29 |
|
2021
Q4 | $1.62M | Sell |
1,765
-61
| -3% | -$55.8K | 1.73% | 20 |
|
2021
Q3 | $1.53M | Sell |
1,826
-10
| -0.5% | -$8.38K | 1.65% | 21 |
|
2021
Q2 | $1.61M | Sell |
1,836
-440
| -19% | -$385K | 1.71% | 17 |
|
2021
Q1 | $1.72M | Buy |
2,276
+60
| +3% | +$45.2K | 1.67% | 22 |
|
2020
Q4 | $1.6M | Buy |
2,216
+21
| +1% | +$15.1K | 1.73% | 22 |
|
2020
Q3 | $1.24M | Buy |
2,195
+5
| +0.2% | +$2.82K | 1.49% | 23 |
|
2020
Q2 | $1.19M | Sell |
2,190
-30
| -1% | -$16.3K | 1.34% | 23 |
|
2020
Q1 | $977K | Sell |
2,220
-25
| -1% | -$11K | 1.17% | 24 |
|
2019
Q4 | $1.13M | Buy |
+2,245
| New | +$1.13M | 1.05% | 37 |
|