Avantax Advisory Services’s Putnam BDC Income ETF PBDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.03M | Buy |
60,063
+2,224
| +4% | +$75.3K | 0.01% | 791 |
|
2025
Q1 | $2M | Buy |
57,839
+2,973
| +5% | +$103K | 0.01% | 741 |
|
2024
Q4 | $1.89M | Buy |
54,866
+8,698
| +19% | +$299K | 0.01% | 740 |
|
2024
Q3 | $1.56M | Buy |
46,168
+7,845
| +20% | +$265K | 0.01% | 804 |
|
2024
Q2 | $1.33M | Buy |
38,323
+12,641
| +49% | +$438K | 0.01% | 832 |
|
2024
Q1 | $871K | Buy |
+25,682
| New | +$871K | 0.01% | 804 |
|