Summit Financial Strategies’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-423
| Closed | -$323K | – | 121 |
|
|
2022
Q1 | $323K | Hold |
423
| – | – | 0.07% | 82 |
|
|
2021
Q4 | $387K | Hold |
423
| – | – | 0.07% | 75 |
|
|
2021
Q3 | $355K | Hold |
423
| – | – | 0.07% | 79 |
|
|
2021
Q2 | $370K | Hold |
423
| – | – | 0.07% | 77 |
|
|
2021
Q1 | $319K | Sell |
423
-25
| -6% | -$18.9K | 0.11% | 52 |
|
|
2020
Q4 | $323K | Buy |
+448
| New | +$323K | 0.11% | 63 |
|