RWM
RKL Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,875
| Closed | -$1.27M | – | 111 |
|
|
2020
Q1 | $1.27M | Sell |
2,875
-98
| -3% | -$43.1K | 0.26% | 57 |
|
|
2019
Q4 | $1.49M | Sell |
2,973
-82
| -3% | -$41.2K | 0.27% | 64 |
|
|
2019
Q3 | $1.36M | Sell |
3,055
-9
| -0.3% | -$3.99K | 0.26% | 64 |
|
|
2019
Q2 | $1.44M | Buy |
3,064
+37
| +1% | +$17.4K | 0.27% | 60 |
|
|
2019
Q1 | $1.3M | Sell |
3,027
-49
| -2% | -$21K | 0.25% | 66 |
|
|
2018
Q4 | $1.2M | Buy |
3,076
+55
| +2% | +$21.5K | 0.28% | 62 |
|
|
2018
Q3 | $1.41M | Buy |
3,021
+47
| +2% | +$22K | 0.3% | 64 |
|
|
2018
Q2 | $1.5M | Sell |
2,974
-6
| -0.2% | -$3.03K | 0.34% | 56 |
|
|
2018
Q1 | $1.62M | Buy |
2,980
+132
| +5% | +$71.8K | 0.38% | 55 |
|
|
2017
Q4 | $1.48M | Buy |
2,848
+181
| +7% | +$94.1K | 0.37% | 59 |
|
|
2017
Q3 | $1.2M | Buy |
2,667
+412
| +18% | +$185K | 0.34% | 61 |
|
|
2017
Q2 | $963K | Buy |
2,255
+625
| +38% | +$267K | 0.31% | 67 |
|
|
2017
Q1 | $625K | Buy |
1,630
+810
| +99% | +$311K | 0.25% | 63 |
|
|
2016
Q4 | $312K | Buy |
+820
| New | +$312K | 0.15% | 74 |
|