YorkBridge Wealth Partners’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $628K | Sell |
886
-40
| -4% | -$28.3K | 0.16% | 112 |
|
|
2022
Q3 | $510K | Sell |
926
-13
| -1% | -$7.16K | 0.13% | 122 |
|
|
2022
Q2 | $572K | Buy |
939
+119
| +15% | +$72.5K | 0.15% | 117 |
|
|
2022
Q1 | $627K | Sell |
820
-1
| -0.1% | -$765 | 0.14% | 118 |
|
|
2021
Q4 | $752K | Sell |
821
-19
| -2% | -$17.4K | 0.17% | 102 |
|
|
2021
Q3 | $704K | Hold |
840
| – | – | 0.18% | 102 |
|
|
2021
Q2 | $735K | Sell |
840
-23
| -3% | -$20.1K | 0.19% | 96 |
|
|
2021
Q1 | $651K | Sell |
863
-17
| -2% | -$12.8K | 0.19% | 96 |
|
|
2020
Q4 | $635K | Sell |
880
-6
| -0.7% | -$4.33K | 0.21% | 91 |
|
|
2020
Q3 | $499K | Sell |
886
-9
| -1% | -$5.07K | 0.21% | 93 |
|
|
2020
Q2 | $487K | Sell |
895
-40
| -4% | -$21.8K | 0.22% | 90 |
|
|
2020
Q1 | $411K | Sell |
935
-163
| -15% | -$71.7K | 0.25% | 92 |
|
|
2019
Q4 | $552K | Buy |
1,098
+23
| +2% | +$11.6K | 0.25% | 93 |
|
|
2019
Q3 | $479K | Sell |
1,075
-632
| -37% | -$282K | 0.24% | 98 |
|
|
2019
Q2 | $801K | Buy |
1,707
+30
| +2% | +$14.1K | 0.36% | 71 |
|
|
2019
Q1 | $717K | Sell |
1,677
-1
| -0.1% | -$428 | 0.33% | 72 |
|
|
2018
Q4 | $659K | Buy |
1,678
+2
| +0.1% | +$785 | 0.35% | 73 |
|
|
2018
Q3 | $794K | Sell |
1,676
-154
| -8% | -$73K | 0.36% | 71 |
|
|
2018
Q2 | $913K | Sell |
1,830
-38
| -2% | -$19K | 0.4% | 67 |
|
|
2018
Q1 | $995K | Buy |
1,868
+42
| +2% | +$22.4K | 0.46% | 62 |
|
|
2017
Q4 | $959K | Sell |
1,826
-8
| -0.4% | -$4.2K | 0.46% | 60 |
|
|
2017
Q3 | $820K | Sell |
1,834
-42
| -2% | -$18.8K | 0.43% | 62 |
|
|
2017
Q2 | $804K | Sell |
1,876
-18
| -1% | -$7.71K | 0.43% | 63 |
|
|
2017
Q1 | $728K | Buy |
1,894
+506
| +36% | +$194K | 0.38% | 69 |
|
|
2016
Q4 | $519K | Buy |
+1,388
| New | +$519K | 0.31% | 83 |
|