Summit Wealth Group’s Blackrock BLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-24,757	Closed	–	–	96
2023 Q1	$0	Buy	+24,757	New	–	﹤0.01%	164
2021 Q3	–	Sell	-71	Closed	-$62K	–	63
2021 Q2	$62K	Sell	71 -10	-12%	-$8.73K	0.09%	46
2021 Q1	$61K	Buy	+81	New	+$61K	0.1%	41