Carson Wealth (CWM LLC)’s Bain Capital Specialty BCSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Buy |
383
+63
| +20% | +$987 | ﹤0.01% | 4513 |
|
|
2025
Q1 | $5K | Hold |
320
| – | – | ﹤0.01% | 4421 |
|
|
2024
Q4 | $6K | Hold |
320
| – | – | ﹤0.01% | 4094 |
|
|
2024
Q3 | $5K | Hold |
320
| – | – | ﹤0.01% | 4062 |
|
|
2024
Q2 | $5K | Hold |
320
| – | – | ﹤0.01% | 3838 |
|
|
2024
Q1 | $5K | Hold |
320
| – | – | ﹤0.01% | 3629 |
|
|
2023
Q4 | $5K | Buy |
+320
| New | +$5K | ﹤0.01% | 3480 |
|