Caldwell Trust’s BlackRock Debt Strategies Fund DSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9K | Hold |
275
|
|
||||
|
2025
Q1 | $2.87K | Hold |
275
|
|
||||
|
2024
Q4 | $2.96K | Hold |
275
|
|
||||
|
2024
Q3 | $3.03K | Hold |
275
|
|
||||
|
2024
Q2 | $2.98K | Hold |
275
|
|
||||
|
2024
Q1 | $3.04K | Hold |
275
|
|
||||
|
2023
Q4 | $2.97K | Hold |
275
|
|
||||
|
2023
Q3 | $2.82K | Hold |
275
|
|
||||
|
2023
Q2 | $2.69K | Hold |
275
|
|
||||
|
2023
Q1 | $2.62K | Hold |
275
|
|
||||
|
2022
Q4 | $2.53K | Hold |
275
|
|
||||
|
2022
Q3 | $2.45K | Hold |
275
|
|
||||
|
2022
Q2 | $2.51K | Hold |
275
|
|
||||
|
2022
Q1 | $2.87K | Hold |
275
|
|
||||
|
2021
Q4 | $3.22K | Hold |
275
|
|
||||
|
2021
Q3 | $3.17K | Hold |
275
|
|
||||
|
2021
Q2 | $3.15K | Hold |
275
|
|
||||
|
2021
Q1 | $3.02K | Hold |
275
|
|
||||
|
2020
Q4 | $2.87K | Hold |
275
|
|
||||
|
2020
Q3 | $2.73K | Hold |
275
|
|
||||
|
2020
Q2 | $2.57K | Buy |
+275
|
|