Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-28,789
| Closed | -$282K | – | 292 |
|
|
2023
Q2 | $282K | Buy |
28,789
+747
| +3% | +$7.31K | 0.06% | 271 |
|
|
2023
Q1 | $267K | Buy |
28,042
+383
| +1% | +$3.64K | 0.05% | 279 |
|
|
2022
Q4 | $254K | Buy |
27,659
+3,931
| +17% | +$36.2K | 0.05% | 293 |
|
|
2022
Q3 | $212K | Buy |
23,728
+1,205
| +5% | +$10.8K | 0.05% | 291 |
|
|
2022
Q2 | $206K | Buy |
22,523
+3,906
| +21% | +$35.7K | 0.04% | 342 |
|
|
2022
Q1 | $194K | Buy |
18,617
+7,399
| +66% | +$77.1K | 0.03% | 377 |
|
|
2021
Q4 | $131K | Buy |
+11,218
| New | +$131K | 0.02% | 381 |
|