CPA
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Compass Planning Associates’s Blackrock BLK Stock Holding History

Compass Planning Associates’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$34.3K Buy
33
+1
+3% +$1.04K 0.03% 66
2025
Q1 		$30.7K Hold
32
– – 0.03% 69
2024
Q4 		$33.1K Buy
+32
New +$33.1K 0.03% 69