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Confluence Wealth Services’s Blackrock BLK Stock Holding History

Confluence Wealth Services’s Portfolio BLK Stock Details BLK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$771K Sell
735
-5
-0.7% -$5.25K 0.04% 203
2025
Q1 		$660K Buy
+740
New +$660K 0.04% 198
2022
Q1 		– Sell
-39
Closed -$35K – 348
2021
Q4 		$35K Buy
+39
New +$35K 0.01% 566