Carson Wealth (CWM LLC)’s Belden BDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
922
+420
| +84% | +$48.7K | ﹤0.01% | 2648 |
|
|
2025
Q1 | $50K | Buy |
502
+47
| +10% | +$4.68K | ﹤0.01% | 2983 |
|
|
2024
Q4 | $51K | Sell |
455
-2
| -0.4% | -$224 | ﹤0.01% | 2776 |
|
|
2024
Q3 | $54K | Buy |
457
+160
| +54% | +$18.9K | ﹤0.01% | 2625 |
|
|
2024
Q2 | $28K | Buy |
297
+54
| +22% | +$5.09K | ﹤0.01% | 2879 |
|
|
2024
Q1 | $23K | Buy |
243
+10
| +4% | +$947 | ﹤0.01% | 2791 |
|
|
2023
Q4 | $18K | Buy |
233
+102
| +78% | +$7.88K | ﹤0.01% | 2818 |
|
|
2023
Q3 | $13K | Sell |
131
-163
| -55% | -$16.2K | ﹤0.01% | 2958 |
|
|
2023
Q2 | $28K | Sell |
294
-114
| -28% | -$10.9K | ﹤0.01% | 2403 |
|
|
2023
Q1 | $35K | Buy |
408
+123
| +43% | +$10.6K | ﹤0.01% | 2103 |
|
|
2022
Q4 | $20K | Buy |
285
+117
| +70% | +$8.21K | ﹤0.01% | 2350 |
|
|
2022
Q3 | $10K | Buy |
168
+163
| +3,260% | +$9.7K | ﹤0.01% | 2655 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3757 |
|
|
2018
Q1 | – | Sell |
-20
| Closed | -$2K | – | 1408 |
|
|
2017
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 1254 |
|
|
2017
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 1264 |
|
|
2017
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 990 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1037 |
|
|
2016
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1034 |
|
|
2016
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 940 |
|