Walled Lake Planning & 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
2021
Q1
Sell
-58
Closed -$1K 326
2020
Q4
$1K Sell
58
-56
-49% -$966 ﹤0.01% 297
2020
Q3
$1K Buy
114
+3
+3% +$26 ﹤0.01% 311
2020
Q2
$1K Buy
111
+2
+2% +$18 ﹤0.01% 304
2020
Q1
$1K Buy
+109
New +$1K ﹤0.01% 292