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Bartlett & Co Wealth Management’s Barings BDC BBDC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,000
Closed -$26.3K – 1226
2025
Q3 		$26.3K Hold
3,000
– – ﹤0.01% 779
2025
Q2 		$27.4K Hold
3,000
– – ﹤0.01% 759
2025
Q1 		$28.6K Hold
3,000
– – ﹤0.01% 756
2024
Q4 		$28.7K Hold
3,000
– – ﹤0.01% 750
2024
Q3 		$29.4K Hold
3,000
– – ﹤0.01% 749
2024
Q2 		$29.2K Hold
3,000
– – ﹤0.01% 759
2024
Q1 		$27.9K Sell
3,000
-2,000
-40% -$18.3K ﹤0.01% 760
2023
Q4 		$43K Buy
+5,000
New +$44.5K ﹤0.01% 737

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