Wealthspire Advisors (Maryland)’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.29M | Sell |
2,283
-547
| -19% | -$308K | 0.05% | 164 |
|
|
2020
Q2 | $1.54M | Sell |
2,830
-69
| -2% | -$37.5K | 0.11% | 113 |
|
|
2020
Q1 | $1.28M | Sell |
2,899
-125
| -4% | -$55K | 0.11% | 115 |
|
|
2019
Q4 | $1.52M | Buy |
3,024
+65
| +2% | +$32.7K | 0.1% | 119 |
|
|
2019
Q3 | $1.32M | Buy |
2,959
+2
| +0.1% | +$892 | 0.1% | 116 |
|
|
2019
Q2 | $1.39M | Buy |
2,957
+558
| +23% | +$262K | 0.1% | 109 |
|
|
2019
Q1 | $1.03M | Buy |
2,399
+546
| +29% | +$233K | 0.08% | 135 |
|
|
2018
Q4 | $728K | Sell |
1,853
-1,161
| -39% | -$456K | 0.06% | 159 |
|
|
2018
Q3 | $1.42M | Sell |
3,014
-39
| -1% | -$18.4K | 0.12% | 103 |
|
|
2018
Q2 | $1.52M | Sell |
3,053
-321
| -10% | -$160K | 0.14% | 95 |
|
|
2018
Q1 | $1.83M | Sell |
3,374
-262
| -7% | -$142K | 0.17% | 88 |
|
|
2017
Q4 | $1.87M | Buy |
3,636
+356
| +11% | +$183K | 0.18% | 87 |
|
|
2017
Q3 | $1.47M | Sell |
3,280
-148
| -4% | -$66.1K | 0.16% | 96 |
|
|
2017
Q2 | $1.45M | Buy |
3,428
+466
| +16% | +$197K | 0.17% | 93 |
|
|
2017
Q1 | $1.14M | Buy |
2,962
+1,405
| +90% | +$539K | 0.16% | 93 |
|
|
2016
Q4 | $593K | Buy |
1,557
+25
| +2% | +$9.52K | 0.09% | 144 |
|
|
2016
Q3 | $555K | Buy |
1,532
+278
| +22% | +$101K | 0.09% | 157 |
|
|
2016
Q2 | $430K | Sell |
1,254
-32
| -2% | -$11K | 0.07% | 186 |
|
|
2016
Q1 | $438K | Sell |
1,286
-244
| -16% | -$83.1K | 0.08% | 176 |
|
|
2015
Q4 | $521K | Buy |
+1,530
| New | +$521K | 0.1% | 145 |
|