Melfa Wealth Management’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
2026 Q1	$420K	Sell	43,802 -341	-0.8%	-$3.4K	0.24%	92
2025 Q4	$449K	Buy	44,143 +3,234	+8%	+$33.3K	0.26%	91
2025 Q3	$434K	Hold	40,909	–	–	0.25%	95
2025 Q2	$432K	Sell	40,909 -8,618	-17%	-$88.7K	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%	+$742	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%	+$1.51K	0.42%	62
2023 Q4	$569K	Buy	52,726 +1,721	+3%	+$17.7K	0.54%	51
2023 Q3	$524K	Sell	51,005 -4,884	-9%	-$49.2K	0.57%	46
2023 Q2	$547K	Buy	55,889 +1,148	+2%	+$11K	0.55%	50
2023 Q1	$521K	Sell	54,741 -5,503	-9%	-$53K	0.52%	48
2022 Q4	$554K	Buy	+60,244	New	+$561K	0.58%	46