Ropes Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $720K | Buy |
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|
2023
Q1 | $651K | Buy |
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|
2022
Q4 | $663K | Buy |
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|
2022
Q3 | $470K | Buy |
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|
2022
Q2 | $480K | Sell |
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|
2022
Q1 | $659K | Sell |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $918K | Buy |
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|
2021
Q2 | $686K | Sell |
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|
2021
Q1 | $696K | Buy |
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|
2020
Q4 | $534K | Sell |
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|
2020
Q3 | $428K | Buy |
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|
2020
Q2 | $409K | Buy |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $373K | Sell |
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|
2019
Q3 | $396K | Buy |
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|
2019
Q2 | $384K | Buy |
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|
2019
Q1 | $318K | Sell |
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|
2018
Q4 | $295K | Sell |
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|
2018
Q3 | $358K | Hold |
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|
2018
Q2 | $379K | Hold |
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|
2018
Q1 | $412K | Hold |
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|
2017
Q4 | $390K | Buy |
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|
2017
Q3 | $194K | Hold |
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|
2017
Q2 | $184K | Sell |
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|
2017
Q1 | $168K | Sell |
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|
2016
Q4 | $204K | Buy |
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|
2016
Q3 | $158K | Buy |
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|
2016
Q2 | $133K | Buy |
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|
2016
Q1 | $132K | Buy |
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|
2015
Q4 | $101K | Sell |
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|
2015
Q3 | $213K | Buy |
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|
2015
Q2 | $81K | Hold |
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|
2015
Q1 | $86K | Buy |
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