ShoreHaven Wealth Partners’s BlackRock Advantage Large Cap Income ETF BALI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Buy	36,372 +23,292	+178%	+$701K	0.45%	48
2025 Q1	$377K	Sell	13,080 -7,214	-36%	-$208K	0.18%	64
2024 Q4	$614K	Buy	+20,294	New	+$614K	0.29%	55