TrueWealth LLC’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $77K | Buy |
141
+27
| +24% | +$14.7K | 0.03% | 225 |
|
|
2020
Q1 | $50K | Sell |
114
-31
| -21% | -$13.6K | 0.02% | 252 |
|
|
2019
Q4 | $73K | Hold |
145
| – | – | 0.03% | 233 |
|
|
2019
Q3 | $65K | Hold |
145
| – | – | 0.03% | 235 |
|
|
2019
Q2 | $68K | Buy |
145
+1
| +0.7% | +$469 | 0.03% | 233 |
|
|
2019
Q1 | $61K | Buy |
144
+1
| +0.7% | +$424 | 0.03% | 242 |
|
|
2018
Q4 | $56K | Sell |
143
-20
| -12% | -$7.83K | 0.03% | 235 |
|
|
2018
Q3 | $77K | Sell |
163
-7
| -4% | -$3.31K | 0.04% | 224 |
|
|
2018
Q2 | $85K | Buy |
170
+20
| +13% | +$10K | 0.04% | 213 |
|
|
2018
Q1 | $81K | Sell |
150
-10
| -6% | -$5.4K | 0.04% | 217 |
|
|
2017
Q4 | $82K | Buy |
+160
| New | +$82K | 0.04% | 232 |
|