BRWM
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Blue Rock Wealth Management’s Visa V Stock Holding History

Blue Rock Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$409K Buy
1,168
+201
+21% +$70.4K 0.35% 54
2024
Q4 		$306K Buy
+967
New +$306K 0.32% 51