Sugarloaf Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $27.9K | Hold |
27
| – | – | 0.01% | 365 |
|
|
2024
Q3 | $25.8K | Hold |
27
| – | – | ﹤0.01% | 380 |
|
|
2024
Q2 | $21.4K | Hold |
27
| – | – | ﹤0.01% | 386 |
|
|
2024
Q1 | $22.6K | Hold |
27
| – | – | ﹤0.01% | 389 |
|
|
2023
Q4 | $21.9K | Hold |
27
| – | – | 0.01% | 389 |
|
|
2023
Q3 | $17.4K | Hold |
27
| – | – | ﹤0.01% | 395 |
|
|
2023
Q2 | $18.5K | Buy |
27
+1
| +4% | +$687 | ﹤0.01% | 397 |
|
|
2023
Q1 | $17.9K | Sell |
26
-21
| -45% | -$14.5K | ﹤0.01% | 407 |
|
|
2022
Q4 | $33.4K | Buy |
+47
| New | +$33.4K | 0.01% | 338 |
|
|
2022
Q3 | – | Sell |
-63
| Closed | -$38K | – | 823 |
|
|
2022
Q2 | $38K | Buy |
63
+37
| +142% | +$22.3K | 0.01% | 317 |
|
|
2022
Q1 | $20K | Sell |
26
-1
| -4% | -$769 | ﹤0.01% | 398 |
|
|
2021
Q4 | $24K | Hold |
27
| – | – | 0.01% | 394 |
|
|
2021
Q3 | $22K | Sell |
27
-23
| -46% | -$18.7K | 0.01% | 402 |
|
|
2021
Q2 | $43K | Buy |
50
+18
| +56% | +$15.5K | 0.01% | 292 |
|
|
2021
Q1 | $24 | Sell |
32
-2,446
| -99% | -$1.84K | 0.01% | 372 |
|
|
2020
Q4 | $1.79M | Buy |
2,478
+73
| +3% | +$52.7K | 0.6% | 26 |
|
|
2020
Q3 | $1.36M | Sell |
2,405
-20
| -0.8% | -$11.3K | 0.5% | 30 |
|
|
2020
Q2 | $1.32M | Buy |
2,425
+108
| +5% | +$58.7K | 0.51% | 30 |
|
|
2020
Q1 | $1.02M | Buy |
2,317
+935
| +68% | +$412K | 0.46% | 33 |
|
|
2019
Q4 | $695K | Buy |
+1,382
| New | +$695K | 0.3% | 62 |
|