Carson Wealth (CWM LLC)’s Putnam BDC Income ETF PBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
9,163
+250
| +3% | +$8.46K | ﹤0.01% | 1842 |
|
|
2025
Q1 | $309K | Sell |
8,913
-450
| -5% | -$15.6K | ﹤0.01% | 1654 |
|
|
2024
Q4 | $322K | Buy |
9,363
+1,363
| +17% | +$46.9K | ﹤0.01% | 1553 |
|
|
2024
Q3 | $270K | Sell |
8,000
-850
| -10% | -$28.7K | ﹤0.01% | 1603 |
|
|
2024
Q2 | $306K | Buy |
8,850
+600
| +7% | +$20.7K | ﹤0.01% | 1385 |
|
|
2024
Q1 | $280K | Buy |
8,250
+950
| +13% | +$32.2K | ﹤0.01% | 1362 |
|
|
2023
Q4 | $231K | Buy |
7,300
+3,500
| +92% | +$111K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $120K | Buy |
+3,800
| New | +$120K | ﹤0.01% | 1535 |
|