Mount Yale Investment Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Buy |
+148
| New | +$155K | 0.01% | 585 |
|
|
2024
Q1 | – | Sell |
-1,262
| Closed | -$1.02M | – | 539 |
|
|
2023
Q4 | $1.02M | Sell |
1,262
-502
| -28% | -$408K | 0.1% | 197 |
|
|
2023
Q3 | $1.14M | Sell |
1,764
-27
| -2% | -$17.5K | 0.12% | 174 |
|
|
2023
Q2 | $1.24M | Buy |
1,791
+14
| +0.8% | +$9.68K | 0.13% | 158 |
|
|
2023
Q1 | $1.19M | Sell |
1,777
-14
| -0.8% | -$9.37K | 0.13% | 158 |
|
|
2022
Q4 | $1.27M | Buy |
1,791
+59
| +3% | +$41.8K | 0.14% | 149 |
|
|
2022
Q3 | $953K | Sell |
1,732
-2
| -0.1% | -$1.1K | 0.13% | 168 |
|
|
2022
Q2 | $1.06M | Buy |
1,734
+1,400
| +419% | +$853K | 0.13% | 169 |
|
|
2022
Q1 | $255K | Buy |
334
+21
| +7% | +$16K | 0.03% | 404 |
|
|
2021
Q4 | $287K | Buy |
313
+18
| +6% | +$16.5K | 0.03% | 381 |
|
|
2021
Q3 | $247K | Buy |
+295
| New | +$247K | 0.03% | 396 |
|
|
2018
Q2 | – | Sell |
-59
| Closed | -$32K | – | 940 |
|
|
2018
Q1 | $32K | Buy |
+59
| New | +$32K | 0.01% | 697 |
|