MinichMacGregor Wealth Management’s Blackrock BLK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-31
| Closed | -$22K | – | 156 |
|
2022
Q4 | $22K | Buy |
+31
| New | +$22K | 0.01% | 299 |
|
2020
Q2 | – | Sell |
-1,376
| Closed | -$610K | – | 64 |
|
2020
Q1 | $610K | Buy |
+1,376
| New | +$610K | 0.55% | 55 |
|
2019
Q1 | – | Sell |
-1,330
| Closed | -$595K | – | 56 |
|
2018
Q4 | $595K | Buy |
1,330
+1,319
| +11,991% | +$590K | 0.41% | 61 |
|
2018
Q3 | $5K | Buy |
11
+7
| +175% | +$3.18K | ﹤0.01% | 382 |
|
2018
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 467 |
|
2018
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 418 |
|
2017
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 410 |
|
2017
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 416 |
|
2017
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 409 |
|
2017
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 399 |
|
2016
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 403 |
|
2016
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 400 |
|
2016
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 384 |
|
2016
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 372 |
|