UP Strategic Wealth Investment Advisors’s Blackrock BLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$273K	Sell	260 -22	-8%	-$23.1K	0.21%	69
2025 Q1	$267K	Buy	282 +43	+18%	+$40.7K	0.24%	67
2024 Q4	$245K	Buy	239 +27	+13%	+$27.7K	0.25%	66
2024 Q3	$201K	Buy	+212	New	+$201K	0.23%	76