Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.92M | Buy |
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2025
Q2 | $2.23M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.65M | Hold |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.57M | Hold |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $13K | Hold |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $14K | Buy |
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