Carson Wealth (CWM LLC)’s BlackRock Debt Strategies Fund DSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
1,249
+47
| +4% | +$489 | ﹤0.01% | 4149 |
|
|
2025
Q1 | $13K | Sell |
1,202
-260
| -18% | -$2.81K | ﹤0.01% | 3945 |
|
|
2024
Q4 | $16K | Hold |
1,462
| – | – | ﹤0.01% | 3572 |
|
|
2024
Q3 | $16K | Sell |
1,462
-647
| -31% | -$7.08K | ﹤0.01% | 3494 |
|
|
2024
Q2 | $23K | Buy |
2,109
+90
| +4% | +$982 | ﹤0.01% | 3012 |
|
|
2024
Q1 | $22K | Hold |
2,019
| – | – | ﹤0.01% | 2818 |
|
|
2023
Q4 | $22K | Hold |
2,019
| – | – | ﹤0.01% | 2711 |
|
|
2023
Q3 | $21K | Buy |
2,019
+10
| +0.5% | +$104 | ﹤0.01% | 2647 |
|
|
2023
Q2 | $20K | Buy |
2,009
+60
| +3% | +$597 | ﹤0.01% | 2628 |
|
|
2023
Q1 | $19K | Sell |
1,949
-55
| -3% | -$536 | ﹤0.01% | 2537 |
|
|
2022
Q4 | $18K | Hold |
2,004
| – | – | ﹤0.01% | 2438 |
|
|
2022
Q3 | $18K | Sell |
2,004
-1,100
| -35% | -$9.88K | ﹤0.01% | 2278 |
|
|
2022
Q2 | $28K | Buy |
3,104
+2,683
| +637% | +$24.2K | ﹤0.01% | 1920 |
|
|
2022
Q1 | $4K | Buy |
421
+403
| +2,239% | +$3.83K | ﹤0.01% | 2904 |
|
|
2021
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 3497 |
|
|
2021
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 2740 |
|
|
2021
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 2740 |
|
|
2020
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 2740 |
|
|
2020
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 2740 |
|
|
2020
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 2740 |
|
|
2020
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 2740 |
|
|
2019
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 2740 |
|
|
2019
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 2740 |
|
|
2019
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 2740 |
|
|
2019
Q1 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 2740 |
|
|
2017
Q4 | – | Sell |
-192
| Closed | -$2K | – | 1481 |
|
|
2017
Q3 | $2K | Hold |
192
| – | – | ﹤0.01% | 1278 |
|
|
2017
Q2 | $2K | Hold |
192
| – | – | ﹤0.01% | 998 |
|
|
2017
Q1 | $2K | Hold |
192
| – | – | ﹤0.01% | 977 |
|
|
2016
Q4 | $2K | Hold |
192
| – | – | ﹤0.01% | 976 |
|
|
2016
Q3 | $2K | Hold |
192
| – | – | ﹤0.01% | 913 |
|
|
2016
Q2 | $2K | Hold |
192
| – | – | ﹤0.01% | 708 |
|
|
2016
Q1 | $2K | Buy |
+192
| New | +$2K | ﹤0.01% | 676 |
|