Patriot Wealth Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$6.43M Sell
16,374
-269
-2% -$106K 0.94% 45
2018
Q3
$7.84M Buy
16,643
+380
+2% +$179K 0.99% 47
2018
Q2
$8.12M Buy
16,263
+7,856
+93% +$3.92M 1.11% 33
2018
Q1
$4.55M Sell
8,407
-7,806
-48% -$4.23M 0.65% 56
2017
Q4
$8.33M Buy
16,213
+244
+2% +$125K 1.18% 28
2017
Q3
$7.14M Buy
+15,969
New +$7.14M 1.16% 28