PWM
ParenteBeard Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.51K | Sell |
899
-1,632
| -64% | -$4.56K | 0.03% | 92 |
|
|
2014
Q3 | $831K | Sell |
2,531
-12
| -0.5% | -$3.94K | 0.35% | 40 |
|
|
2014
Q2 | $813K | Buy |
2,543
+31
| +1% | +$9.91K | 0.36% | 36 |
|
|
2014
Q1 | $790K | Sell |
2,512
-5,173
| -67% | -$1.63M | 0.39% | 37 |
|
|
2013
Q4 | $2.43M | Buy |
7,685
+5,325
| +226% | +$1.69M | 0.96% | 21 |
|
|
2013
Q3 | $639K | Sell |
2,360
-182
| -7% | -$49.3K | 0.31% | 42 |
|
|
2013
Q2 | $653K | Buy |
+2,542
| New | +$653K | 0.3% | 46 |
|