Arete Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,890
| Closed | -$426K | – | 723 |
|
|
2024
Q2 | $426K | Sell |
24,890
-4,000
| -14% | -$68.5K | 0.04% | 425 |
|
|
2024
Q1 | $488K | Sell |
28,890
-7,369
| -20% | -$125K | 0.05% | 294 |
|
|
2023
Q4 | $582K | Buy |
+36,259
| New | +$582K | 0.04% | 366 |
|
|
2023
Q3 | – | Sell |
-43,059
| Closed | -$661K | – | 526 |
|
|
2023
Q2 | $661K | Buy |
+43,059
| New | +$661K | 0.06% | 302 |
|