Caldwell Trust’s BlackRock Debt Strategies Fund DSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.92K | Hold |
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|
2025
Q2 | $2.9K | Hold |
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2025
Q1 | $2.87K | Hold |
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|
2024
Q4 | $2.96K | Hold |
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|
2024
Q3 | $3.03K | Hold |
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|
2024
Q2 | $2.98K | Hold |
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|
2024
Q1 | $3.04K | Hold |
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|
2023
Q4 | $2.97K | Hold |
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|
2023
Q3 | $2.82K | Hold |
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|
2023
Q2 | $2.69K | Hold |
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|
2023
Q1 | $2.62K | Hold |
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|
2022
Q4 | $2.53K | Hold |
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|
2022
Q3 | $2.45K | Hold |
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|
2022
Q2 | $2.51K | Hold |
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|
2022
Q1 | $2.87K | Hold |
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|
2021
Q4 | $3.22K | Hold |
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|
2021
Q3 | $3.17K | Hold |
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|
2021
Q2 | $3.15K | Hold |
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|
2021
Q1 | $3.02K | Hold |
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|
2020
Q4 | $2.87K | Hold |
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|
2020
Q3 | $2.73K | Hold |
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|
2020
Q2 | $2.57K | Buy |
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