KMS Financial Services’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
2014
Q3
$101K Hold
8,830
0.01% 515
2014
Q2
$109K Sell
8,830
-552
-6% -$6.81K 0.02% 523
2014
Q1
$115K Sell
9,382
-1,358
-13% -$16.6K 0.02% 506
2013
Q4
$129K Buy
+10,740
New +$129K 0.02% 490