Darwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Hold |
9,776
| – | – | 0.04% | 166 |
|
|
2025
Q1 | $105K | Hold |
9,776
| – | – | 0.04% | 175 |
|
|
2024
Q4 | $105K | Buy |
9,776
+434
| +5% | +$4.67K | 0.04% | 175 |
|
|
2024
Q3 | $103K | Buy |
+9,342
| New | +$103K | 0.03% | 183 |
|
|
2023
Q2 | – | Sell |
-10,935
| Closed | -$104K | – | 149 |
|
|
2023
Q1 | $104K | Hold |
10,935
| – | – | 0.03% | 154 |
|
|
2022
Q4 | $105K | Sell |
10,935
-4,721
| -30% | -$45.1K | 0.03% | 163 |
|
|
2022
Q3 | $139K | Hold |
15,656
| – | – | 0.03% | 150 |
|
|
2022
Q2 | $154K | Buy |
15,656
+3,577
| +30% | +$35.2K | 0.03% | 159 |
|
|
2022
Q1 | $126K | Buy |
+12,079
| New | +$126K | 0.02% | 167 |
|