AWM
PBDC icon

Able Wealth Management’s Putnam BDC Income ETF PBDC Stock Holding History

Able Wealth Management’s Portfolio PBDC Stock Details PBDC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,293
Closed -$287K – 118
2025
Q1 		$287K Sell
8,293
-592
-7% -$20.5K 0.17% 81
2024
Q4 		$306K Sell
8,885
-530
-6% -$18.2K 0.2% 72
2024
Q3 		$318K Buy
+9,415
New +$318K 0.24% 68