IFP Advisors’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 | $7.08K | Buy |
670
+201
| +43% | +$2.12K | ﹤0.01% | 3128 |
|
|
2025
Q1 | $4.9K | Hold |
469
| – | – | ﹤0.01% | 2847 |
|
|
2024
Q4 | $5.05K | Hold |
469
| – | – | ﹤0.01% | 2789 |
|
|
2024
Q3 | $5.17K | Hold |
469
| – | – | ﹤0.01% | 2659 |
|
|
2024
Q2 | $5.08K | Hold |
469
| – | – | ﹤0.01% | 2552 |
|
|
2024
Q1 | $5.19K | Hold |
469
| – | – | ﹤0.01% | 2446 |
|
|
2023
Q4 | $5.06K | Hold |
469
| – | – | ﹤0.01% | 2418 |
|
|
2023
Q3 | $4.82K | Hold |
469
| – | – | ﹤0.01% | 2515 |
|
|
2023
Q2 | $4.59K | Buy |
+469
| New | +$4.59K | ﹤0.01% | 2573 |
|
|
2023
Q1 | – | Sell |
-4,215
| Closed | -$48K | – | 3639 |
|
|
2022
Q4 | $48K | Buy |
4,215
+3,710
| +735% | +$42.2K | ﹤0.01% | 2274 |
|
|
2022
Q3 | $6K | Sell |
505
-34
| -6% | -$404 | ﹤0.01% | 3924 |
|
|
2022
Q2 | $6K | Hold |
539
| – | – | ﹤0.01% | 3675 |
|
|
2022
Q1 | $6K | Buy |
+539
| New | +$6K | ﹤0.01% | 3675 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | – | – | 2601 |
|
|
2018
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 3551 |
|
|
2018
Q3 | $0 | Sell |
9
-626
| -99% | – | ﹤0.01% | 3821 |
|
|
2018
Q2 | $7K | Sell |
635
-3,180
| -83% | -$35.1K | ﹤0.01% | 3039 |
|
|
2018
Q1 | $45K | Hold |
3,815
| – | – | ﹤0.01% | 1879 |
|
|
2017
Q4 | $45K | Sell |
3,815
-6,378
| -63% | -$75.2K | ﹤0.01% | 1875 |
|
|
2017
Q3 | $119K | Hold |
10,193
| – | – | ﹤0.01% | 1443 |
|
|
2017
Q2 | $118K | Buy |
10,193
+506
| +5% | +$5.86K | 0.01% | 1431 |
|
|
2017
Q1 | $112K | Sell |
9,687
-2,505
| -21% | -$29K | ﹤0.01% | 1417 |
|
|
2016
Q4 | $138K | Sell |
12,192
-3,711
| -23% | -$42K | 0.01% | 1249 |
|
|
2016
Q3 | $174K | Sell |
15,903
-1,790
| -10% | -$19.6K | 0.01% | 1060 |
|
|
2016
Q2 | $187K | Buy |
+17,693
| New | +$187K | 0.01% | 999 |
|
|
2016
Q1 | – | Sell |
-9,281
| Closed | -$94K | – | 2617 |
|
|
2015
Q4 | $94K | Buy |
+9,281
| New | +$94K | 0.01% | 1212 |
|