AllSquare Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,500
| Closed | -$23K | – | 508 |
|
|
2022
Q2 | $23K | Hold |
2,500
| – | – | 0.02% | 274 |
|
|
2022
Q1 | $26K | Hold |
2,500
| – | – | 0.02% | 289 |
|
|
2021
Q4 | $29K | Buy |
2,500
+1,000
| +67% | +$11.6K | 0.02% | 284 |
|
|
2021
Q3 | $17K | Sell |
1,500
-1,500
| -50% | -$17K | 0.01% | 325 |
|
|
2021
Q2 | $34K | Buy |
+3,000
| New | +$34K | 0.02% | 275 |
|