WMS
Wealth Management Solutions’s BlackRock Debt Strategies Fund DSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $753K | Sell |
73,315
-870
| -1% | -$8.94K | 0.52% | 22 |
|
|
2023
Q2 | $726K | Sell |
74,185
-10,333
| -12% | -$101K | 0.47% | 23 |
|
|
2023
Q1 | $804K | Buy |
84,518
+10,918
| +15% | +$104K | 0.46% | 25 |
|
|
2022
Q4 | $677K | Buy |
73,600
+2,116
| +3% | +$19.5K | 0.36% | 37 |
|
|
2022
Q3 | $638K | Buy |
71,484
+894
| +1% | +$7.98K | 0.37% | 31 |
|
|
2022
Q2 | $645K | Buy |
70,590
+186
| +0.3% | +$1.7K | 0.36% | 34 |
|
|
2022
Q1 | $734K | Sell |
70,404
-5,864
| -8% | -$61.1K | 0.38% | 41 |
|
|
2021
Q4 | $892K | Buy |
+76,268
| New | +$892K | 0.46% | 38 |
|