Waverly Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-710
| Closed | -$7K | – | 193 |
|
|
2015
Q3 | $7K | Hold |
710
| – | – | ﹤0.01% | 362 |
|
|
2015
Q2 | $8K | Hold |
710
| – | – | ﹤0.01% | 288 |
|
|
2015
Q1 | $8K | Hold |
710
| – | – | ﹤0.01% | 281 |
|
|
2014
Q4 | $8K | Hold |
710
| – | – | ﹤0.01% | 340 |
|
|
2014
Q3 | $8K | Hold |
710
| – | – | ﹤0.01% | 528 |
|
|
2014
Q2 | $9K | Hold |
710
| – | – | ﹤0.01% | 468 |
|
|
2014
Q1 | $9K | Buy |
+710
| New | +$9K | ﹤0.01% | 440 |
|