Swaine & Leidel Wealth Services’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,485
| Closed | -$2.85M | – | 54 |
|
|
2020
Q1 | $2.85M | Buy |
6,485
+484
| +8% | +$213K | 2.96% | 11 |
|
|
2019
Q4 | $3.02M | Buy |
+6,001
| New | +$3.02M | 2.52% | 20 |
|
|
2019
Q2 | – | Sell |
-3,292
| Closed | -$1.41M | – | 63 |
|
|
2019
Q1 | $1.41M | Buy |
3,292
+395
| +14% | +$169K | 1.78% | 32 |
|
|
2018
Q4 | $1.25M | Buy |
+2,897
| New | +$1.25M | 1.98% | 31 |
|