Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,372
| Closed | -$439K | – | 341 |
|
|
2023
Q3 | $439K | Hold |
27,372
| – | – | 0.04% | 193 |
|
|
2023
Q2 | $420K | Hold |
27,372
| – | – | 0.04% | 216 |
|
|
2023
Q1 | $406K | Hold |
27,372
| – | – | 0.04% | 195 |
|
|
2022
Q4 | $387K | Hold |
27,372
| – | – | 0.04% | 199 |
|
|
2022
Q3 | $371K | Buy |
27,372
+17,004
| +164% | +$230K | 0.04% | 205 |
|
|
2022
Q2 | $157K | Buy |
+10,368
| New | +$157K | 0.01% | 296 |
|