Spire 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 | – | Sell |
-1,758
| Closed | -$18.4K | – | 2423 |
|
|
2025
Q1 | $18.4K | Buy |
+1,758
| New | +$18.4K | ﹤0.01% | 1634 |
|
|
2024
Q4 | – | Sell |
-1,758
| Closed | -$19.4K | – | 2459 |
|
|
2024
Q3 | $19.4K | Buy |
+1,758
| New | +$19.4K | ﹤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% | -$18.6K | ﹤0.01% | 1655 |
|
|
2023
Q3 | $31.2K | Buy |
3,038
+10
| +0.3% | +$103 | ﹤0.01% | 1345 |
|
|
2023
Q2 | $29.6K | Buy |
3,028
+10
| +0.3% | +$98 | ﹤0.01% | 1417 |
|
|
2023
Q1 | $28.7K | Buy |
3,018
+912
| +43% | +$8.67K | ﹤0.01% | 1451 |
|
|
2022
Q4 | $19K | Buy |
2,106
+8
| +0.4% | +$72 | ﹤0.01% | 1383 |
|
|
2022
Q3 | $19K | Sell |
2,098
-1,737
| -45% | -$15.7K | ﹤0.01% | 1345 |
|
|
2022
Q2 | $35K | Sell |
3,835
-3,823
| -50% | -$34.9K | ﹤0.01% | 1439 |
|
|
2022
Q1 | $80K | Buy |
7,658
+11
| +0.1% | +$115 | ﹤0.01% | 1253 |
|
|
2021
Q4 | $89K | Buy |
7,647
+10
| +0.1% | +$116 | ﹤0.01% | 1446 |
|
|
2021
Q3 | $88K | Buy |
7,637
+3,526
| +86% | +$40.6K | ﹤0.01% | 1240 |
|
|
2021
Q2 | $47K | Buy |
4,111
+3
| +0.1% | +$34 | ﹤0.01% | 1505 |
|
|
2021
Q1 | $45K | Buy |
+4,108
| New | +$45K | ﹤0.01% | 1770 |
|