BSW Wealth Partners’s Blackrock BLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Sell	208 -19	-8%	-$19.9K	0.03%	293
2025 Q1	$215K	Sell	227 -4	-2%	-$3.79K	0.03%	283
2024 Q4	$237K	Buy	231 +13	+6%	+$13.3K	0.03%	270
2024 Q3	$207K	Buy	+218	New	+$207K	0.03%	282