AWS
AJ Wealth Strategies’s VanEck BDC Income ETF BIZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $399K | Sell |
25,967
-5,899
| -19% | -$90.6K | 0.02% | 204 |
|
|
2023
Q1 | $473K | Buy |
31,866
+877
| +3% | +$13K | 0.02% | 184 |
|
|
2022
Q4 | $439K | Sell |
30,989
-106,598
| -77% | -$1.51M | 0.02% | 195 |
|
|
2022
Q3 | $1.87M | Sell |
137,587
-120,679
| -47% | -$1.64M | 0.11% | 87 |
|
|
2022
Q2 | $3.9M | Buy |
258,266
+33,110
| +15% | +$500K | 0.21% | 51 |
|
|
2022
Q1 | $4.03M | Buy |
225,156
+91,113
| +68% | +$1.63M | 0.2% | 65 |
|
|
2021
Q4 | $2.31M | Buy |
134,043
+76,022
| +131% | +$1.31M | 0.11% | 81 |
|
|
2021
Q3 | $995K | Buy |
+58,021
| New | +$995K | 0.05% | 130 |
|