THWM
Taylor Hoffman Wealth Management’s Blackrock BLK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-155
| Closed | -$84K | – | 141 |
|
2020
Q2 | $84K | Buy |
+155
| New | +$84K | 0.05% | 160 |
|
2020
Q1 | – | Sell |
-155
| Closed | -$78K | – | 138 |
|
2019
Q4 | $78K | Hold |
155
| – | – | 0.05% | 183 |
|
2019
Q3 | $69K | Hold |
155
| – | – | 0.05% | 183 |
|
2019
Q2 | $73K | Hold |
155
| – | – | 0.06% | 172 |
|
2019
Q1 | $66K | Hold |
155
| – | – | 0.05% | 173 |
|
2018
Q4 | $61K | Hold |
155
| – | – | 0.05% | 161 |
|
2018
Q3 | $73K | Hold |
155
| – | – | 0.06% | 153 |
|
2018
Q2 | $77K | Hold |
155
| – | – | 0.07% | 145 |
|
2018
Q1 | $84K | Hold |
155
| – | – | 0.08% | 139 |
|
2017
Q4 | $80K | Buy |
+155
| New | +$80K | 0.08% | 141 |
|