Strategic Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-15
| Closed | -$13K | – | 69 |
|
|
2021
Q2 | $13K | Sell |
15
-25
| -63% | -$21.7K | 0.01% | 68 |
|
|
2021
Q1 | $30K | Hold |
40
| – | – | 0.02% | 62 |
|
|
2020
Q4 | $29K | Hold |
40
| – | – | 0.02% | 59 |
|
|
2020
Q3 | $23K | Sell |
40
-760
| -95% | -$437K | 0.02% | 59 |
|
|
2020
Q2 | $435K | Buy |
+800
| New | +$435K | 0.4% | 41 |
|