Strategic Wealth Partners’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 | $2.23M | Buy |
+210,861
| New | +$2.23M | 0.18% | 98 |
|
|
2024
Q4 | $1.74M | Buy |
161,011
+1,400
| +0.9% | +$15.1K | 0.14% | 110 |
|
|
2024
Q3 | $1.76M | Buy |
159,611
+7,200
| +5% | +$79.4K | 0.17% | 105 |
|
|
2024
Q2 | $1.65M | Hold |
152,411
| – | – | 0.17% | 98 |
|
|
2024
Q1 | $1.69M | Buy |
152,411
+6,526
| +4% | +$72.2K | 0.18% | 97 |
|
|
2023
Q4 | $1.57M | Hold |
145,885
| – | – | 0.19% | 97 |
|
|
2023
Q3 | $1.5M | Buy |
145,885
+33,083
| +29% | +$340K | 0.2% | 125 |
|
|
2023
Q2 | $1.1M | Buy |
+112,802
| New | +$1.1M | 0.14% | 149 |
|
|
2019
Q1 | – | Sell |
-1,196
| Closed | -$12K | – | 777 |
|
|
2018
Q4 | $12K | Hold |
1,196
| – | – | 0.01% | 421 |
|
|
2018
Q3 | $13K | Hold |
1,196
| – | – | 0.01% | 418 |
|
|
2018
Q2 | $13K | Hold |
1,196
| – | – | 0.01% | 487 |
|
|
2018
Q1 | $14K | Hold |
1,196
| – | – | 0.01% | 446 |
|
|
2017
Q4 | $14K | Buy |
+1,196
| New | +$14K | 0.01% | 424 |
|