Melfa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
40,909
-8,618
| -17% | -$91K | 0.27% | 92 |
|
|
2025
Q1 | $517K | Hold |
49,527
| – | – | 0.35% | 73 |
|
|
2024
Q4 | $533K | Hold |
49,527
| – | – | 0.36% | 73 |
|
|
2024
Q3 | $546K | Buy |
49,527
+68
| +0.1% | +$750 | 0.36% | 71 |
|
|
2024
Q2 | $536K | Sell |
49,459
-3,404
| -6% | -$36.9K | 0.37% | 68 |
|
|
2024
Q1 | $585K | Buy |
52,863
+137
| +0.3% | +$1.52K | 0.42% | 62 |
|
|
2023
Q4 | $569K | Buy |
52,726
+1,721
| +3% | +$18.6K | 0.54% | 51 |
|
|
2023
Q3 | $524K | Sell |
51,005
-4,884
| -9% | -$50.2K | 0.57% | 46 |
|
|
2023
Q2 | $547K | Buy |
55,889
+1,148
| +2% | +$11.2K | 0.55% | 50 |
|
|
2023
Q1 | $521K | Sell |
54,741
-5,503
| -9% | -$52.3K | 0.52% | 48 |
|
|
2022
Q4 | $554K | Buy |
+60,244
| New | +$554K | 0.58% | 46 |
|