Connecticut Wealth Management’s Blackrock BLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-221	Closed	-$209K	–	311
2025 Q1	$209K	Sell	221 -11	-5%	-$10.4K	0.01%	290
2024 Q4	$238K	Sell	232 -20	-8%	-$20.5K	0.01%	249
2024 Q3	$239K	Buy	+252	New	+$239K	0.01%	290