Kovitz Investment Group Partners’s BlackRock Debt Strategies Fund DSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.43M | Sell |
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|
2019
Q2 | $2.48M | Sell |
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|
2019
Q1 | $2.83M | Sell |
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|
2018
Q4 | $2.61M | Sell |
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|
2018
Q3 | $3.16M | Sell |
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|
2018
Q2 | $3.23M | Sell |
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|
2018
Q1 | $4.36M | Sell |
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|
2017
Q4 | $5.22K | Sell |
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|
2017
Q3 | $5.44M | Sell |
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|
2017
Q2 | $5.39M | Hold |
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|
2017
Q1 | $5.38M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $5.22M | Sell |
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|
2016
Q2 | $5.1M | Sell |
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|
2016
Q1 | $5.05M | Buy |
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