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