KFA Private Wealth Group’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 | $187K | Sell |
17,747
-3,452
| -16% | -$36.5K | 0.06% | 132 |
|
|
2025
Q1 | $221K | Buy |
21,199
+389
| +2% | +$4.06K | 0.08% | 107 |
|
|
2024
Q4 | $224K | Sell |
20,810
-2,093
| -9% | -$22.5K | 0.09% | 86 |
|
|
2024
Q3 | $253K | Buy |
22,903
+370
| +2% | +$4.08K | 0.12% | 72 |
|
|
2024
Q2 | $244K | Sell |
22,533
-8,123
| -26% | -$88.1K | 0.13% | 68 |
|
|
2024
Q1 | $339K | Sell |
30,656
-456
| -1% | -$5.04K | 0.11% | 79 |
|
|
2023
Q4 | $336K | Sell |
31,112
-60,168
| -66% | -$649K | 0.12% | 66 |
|
|
2023
Q3 | $937K | Sell |
91,280
-17,684
| -16% | -$182K | 0.39% | 32 |
|
|
2023
Q2 | $1.07M | Sell |
108,964
-139,336
| -56% | -$1.36M | 0.44% | 28 |
|
|
2023
Q1 | $2.36M | Buy |
248,300
+61,489
| +33% | +$585K | 1.08% | 16 |
|
|
2022
Q4 | $1.72M | Sell |
186,811
-89,858
| -32% | -$827K | 0.88% | 18 |
|
|
2022
Q3 | $2.47M | Sell |
276,669
-2,811
| -1% | -$25.1K | 1.31% | 16 |
|
|
2022
Q2 | $2.55M | Sell |
279,480
-7,402
| -3% | -$67.6K | 1.41% | 17 |
|
|
2022
Q1 | $2.99M | Buy |
286,882
+4,323
| +2% | +$45K | 1.5% | 15 |
|
|
2021
Q4 | $3.31M | Buy |
282,559
+24,122
| +9% | +$282K | 1.64% | 14 |
|
|
2021
Q3 | $2.98M | Buy |
258,437
+30,288
| +13% | +$349K | 1.63% | 15 |
|
|
2021
Q2 | $2.61M | Buy |
228,149
+29,918
| +15% | +$343K | 1.43% | 16 |
|
|
2021
Q1 | $2.18M | Buy |
198,231
+11,312
| +6% | +$124K | 1.27% | 17 |
|
|
2020
Q4 | $1.95M | Buy |
186,919
+17,806
| +11% | +$186K | 1.24% | 18 |
|
|
2020
Q3 | $1.68M | Buy |
169,113
+64,819
| +62% | +$644K | 1.26% | 16 |
|
|
2020
Q2 | $973K | Sell |
104,294
-40,286
| -28% | -$376K | 0.94% | 20 |
|
|
2020
Q1 | $1.22M | Buy |
144,580
+34,142
| +31% | +$289K | 1.45% | 13 |
|
|
2019
Q4 | $1.24M | Buy |
+110,438
| New | +$1.24M | 1.14% | 14 |
|