Summit Financial Group’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-226
| Closed | -$207K | – | 211 |
|
|
2021
Q4 | $207K | Buy |
+226
| New | +$207K | 0.07% | 206 |
|
|
2019
Q3 | – | Sell |
-878
| Closed | -$412K | – | 156 |
|
|
2019
Q2 | $412K | Hold |
878
| – | – | 0.19% | 108 |
|
|
2019
Q1 | $375K | Buy |
878
+15
| +2% | +$6.41K | 0.29% | 80 |
|
|
2018
Q4 | $339K | Sell |
863
-237
| -22% | -$93.1K | 0.29% | 82 |
|
|
2018
Q3 | $518K | Hold |
1,100
| – | – | 0.39% | 70 |
|
|
2018
Q2 | $549K | Hold |
1,100
| – | – | 0.43% | 66 |
|
|
2018
Q1 | $596K | Sell |
1,100
-50
| -4% | -$27.1K | 0.47% | 66 |
|
|
2017
Q4 | $591K | Sell |
1,150
-50
| -4% | -$25.7K | 0.48% | 65 |
|
|
2017
Q3 | $537K | Buy |
1,200
+600
| +100% | +$269K | 0.45% | 65 |
|
|
2017
Q2 | $253K | Buy |
+600
| New | +$253K | 0.22% | 101 |
|