CWM
Centric Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-156,083
| Closed | -$2.69M | – | 153 |
|
|
2021
Q4 | $2.69M | Buy |
156,083
+15,569
| +11% | +$268K | 0.88% | 27 |
|
|
2021
Q3 | $2.41M | Sell |
140,514
-2,107
| -1% | -$36.1K | 0.89% | 25 |
|
|
2021
Q2 | $2.45M | Buy |
142,621
+1,656
| +1% | +$28.4K | 0.85% | 21 |
|
|
2021
Q1 | $2.28M | Sell |
140,965
-12,970
| -8% | -$210K | 0.65% | 38 |
|
|
2020
Q4 | $2.11M | Buy |
+153,935
| New | +$2.11M | 0.66% | 37 |
|