Wealthstreet Investment Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-900
| Closed | -$679K | – | 114 |
|
|
2021
Q1 | $679K | Hold |
900
| – | – | 0.07% | 217 |
|
|
2020
Q4 | $650K | Hold |
900
| – | – | 0.07% | 213 |
|
|
2020
Q3 | $507K | Hold |
900
| – | – | 0.06% | 218 |
|
|
2020
Q2 | $490K | Buy |
+900
| New | +$490K | 0.06% | 217 |
|
|
2020
Q1 | – | Sell |
-440
| Closed | -$221K | – | 309 |
|
|
2019
Q4 | $221K | Hold |
440
| – | – | 0.03% | 321 |
|
|
2019
Q3 | $205K | Hold |
440
| – | – | 0.03% | 319 |
|
|
2019
Q2 | $207K | Buy |
+440
| New | +$207K | 0.03% | 328 |
|
|
2018
Q4 | – | Sell |
-440
| Closed | -$208K | – | 330 |
|
|
2018
Q3 | $208K | Hold |
440
| – | – | 0.03% | 332 |
|
|
2018
Q2 | $220K | Hold |
440
| – | – | 0.03% | 320 |
|
|
2018
Q1 | $239K | Buy |
440
+40
| +10% | +$21.7K | 0.03% | 310 |
|
|
2017
Q4 | $205K | Buy |
+400
| New | +$205K | 0.02% | 320 |
|