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Spire Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Spire Wealth Management’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,758
Closed -$16.9K – 2268
2026
Q1 		$16.9K Buy
+1,758
New +$17.6K ﹤0.01% 1474
2025
Q2 		– Sell
-1,758
Closed -$18.4K – 2423
2025
Q1 		$18.4K Buy
+1,758
New +$18.8K ﹤0.01% 1634
2024
Q4 		– Sell
-1,758
Closed -$19.4K – 2459
2024
Q3 		$19.4K Buy
+1,758
New +$19.2K ﹤0.01% 1451
2024
Q2 		– Sell
-3,041
Closed -$33.6K – 2248
2024
Q1 		$33.6K Buy
3,041
+1,758
+137% +$19.4K ﹤0.01% 1349
2023
Q4 		$13.6K Sell
1,283
-1,755
-58% -$18.1K ﹤0.01% 1655
2023
Q3 		$31.2K Buy
3,038
+10
+0.3% +$101 ﹤0.01% 1345
2023
Q2 		$29.6K Buy
3,028
+10
+0.3% +$96 ﹤0.01% 1417
2023
Q1 		$28.7K Buy
3,018
+912
+43% +$8.79K ﹤0.01% 1451
2022
Q4 		$19K Buy
2,106
+8
+0.4% +$74 ﹤0.01% 1383
2022
Q3 		$19K Sell
2,098
-1,737
-45% -$16.5K ﹤0.01% 1346
2022
Q2 		$35K Sell
3,835
-3,823
-50% -$37.2K ﹤0.01% 1439
2022
Q1 		$80K Buy
7,658
+11
+0.1% +$119 ﹤0.01% 1253
2021
Q4 		$89K Buy
7,647
+10
+0.1% +$117 ﹤0.01% 1446
2021
Q3 		$88K Buy
7,637
+3,526
+86% +$40.1K ﹤0.01% 1240
2021
Q2 		$47K Buy
4,111
+3
+0.1% +$34 ﹤0.01% 1505
2021
Q1 		$45K Buy
+4,108
New +$44K ﹤0.01% 1770

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PFO
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NI
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RFA
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RA
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BCA
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CA
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HWP
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