Carson Wealth (CWM LLC)’s Barings BDC BBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $102K | Buy |
|
|||||
|
2025
Q2 | $103K | Sell |
|
|||||
|
2025
Q1 | $119K | Sell |
|
|||||
|
2024
Q4 | $140K | Buy |
|
|||||
|
2024
Q3 | $143K | Sell |
|
|||||
|
2024
Q2 | $190K | Buy |
|
|||||
|
2024
Q1 | $181K | Sell |
|
|||||
|
2023
Q4 | $213K | Sell |
|
|||||
|
2023
Q3 | $227K | Sell |
|
|||||
|
2023
Q2 | $219K | Buy |
|
|||||
|
2023
Q1 | $188K | Buy |
|
|||||
|
2022
Q4 | $188K | Sell |
|
|||||
|
2022
Q3 | $193K | Sell |
|
|||||
|
2022
Q2 | $291K | Buy |
|
|||||
|
2022
Q1 | $235K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $4K | Hold |
|
|||||
|
2017
Q1 | $5K | Hold |
|
|||||
|
2016
Q4 | $5K | Hold |
|
|||||
|
2016
Q3 | $5K | Hold |
|
|||||
|
2016
Q2 | $5K | Buy |
|