Carson Wealth (CWM LLC)’s VanEck BDC Income ETF BIZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
18,056
+16,408
| +996% | +$267K | ﹤0.01% | 1881 |
|
|
2025
Q1 | $28K | Sell |
1,648
-226
| -12% | -$3.84K | ﹤0.01% | 3429 |
|
|
2024
Q4 | $31K | Buy |
1,874
+251
| +15% | +$4.15K | ﹤0.01% | 3136 |
|
|
2024
Q3 | $27K | Buy |
1,623
+304
| +23% | +$5.06K | ﹤0.01% | 3164 |
|
|
2024
Q2 | $23K | Buy |
1,319
+646
| +96% | +$11.3K | ﹤0.01% | 3008 |
|
|
2024
Q1 | $11K | Buy |
+673
| New | +$11K | ﹤0.01% | 3261 |
|
|
2023
Q4 | – | Sell |
-600
| Closed | -$10K | – | 4134 |
|
|
2023
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 3116 |
|
|
2023
Q2 | $9K | Hold |
600
| – | – | ﹤0.01% | 3118 |
|
|
2023
Q1 | $9K | Buy |
+600
| New | +$9K | ﹤0.01% | 2986 |
|
|
2022
Q3 | – | Sell |
-2,600
| Closed | -$39K | – | 3889 |
|
|
2022
Q2 | $39K | Buy |
2,600
+100
| +4% | +$1.5K | ﹤0.01% | 1736 |
|
|
2022
Q1 | $45K | Buy |
2,500
+1,414
| +130% | +$25.5K | ﹤0.01% | 1647 |
|
|
2021
Q4 | $19K | Buy |
+1,086
| New | +$19K | ﹤0.01% | 2009 |
|
|
2021
Q2 | $79K | Hold |
4,616
| – | – | ﹤0.01% | 1213 |
|
|
2021
Q1 | $79K | Hold |
4,616
| – | – | ﹤0.01% | 1213 |
|
|
2020
Q4 | $79K | Hold |
4,616
| – | – | ﹤0.01% | 1213 |
|
|
2020
Q3 | $79K | Hold |
4,616
| – | – | ﹤0.01% | 1213 |
|
|
2020
Q2 | $79K | Hold |
4,616
| – | – | ﹤0.01% | 1213 |
|
|
2020
Q1 | $79K | Hold |
4,616
| – | – | ﹤0.01% | 1213 |
|
|
2019
Q4 | $79K | Hold |
4,616
| – | – | ﹤0.01% | 1213 |
|
|
2019
Q3 | $79K | Hold |
4,616
| – | – | ﹤0.01% | 1213 |
|
|
2019
Q2 | $79K | Hold |
4,616
| – | – | ﹤0.01% | 1213 |
|
|
2019
Q1 | $79K | Buy |
+4,616
| New | +$79K | ﹤0.01% | 1213 |
|