MWM
Minot Wealth Management’s Blackrock BLK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,872
| Closed | -$1.43M | – | 189 |
|
2022
Q1 | $1.43M | Sell |
1,872
-23
| -1% | -$17.6K | 0.31% | 64 |
|
2021
Q4 | $1.74M | Buy |
1,895
+20
| +1% | +$18.3K | 0.33% | 68 |
|
2021
Q3 | $1.57M | Buy |
1,875
+49
| +3% | +$41.1K | 0.34% | 70 |
|
2021
Q2 | $1.66M | Buy |
1,826
+64
| +4% | +$58.1K | 0.36% | 71 |
|
2021
Q1 | $1.33M | Buy |
1,762
+82
| +5% | +$61.8K | 0.34% | 74 |
|
2020
Q4 | $1.21M | Buy |
1,680
+120
| +8% | +$86.6K | 0.36% | 70 |
|
2020
Q3 | $879K | Buy |
1,560
+1,135
| +267% | +$640K | 0.33% | 76 |
|
2020
Q2 | $231K | Sell |
425
-497
| -54% | -$270K | 0.12% | 100 |
|
2020
Q1 | $406K | Sell |
922
-354
| -28% | -$156K | 0.29% | 76 |
|
2019
Q4 | $685K | Buy |
+1,276
| New | +$685K | 0.31% | 76 |
|