Corient Private Wealth’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
$2.74M Buy
81,114
+19,086
+31% +$646K ﹤0.01% 976
2025
Q1
$2.15M Buy
62,028
+7,922
+15% +$275K ﹤0.01% 949
2024
Q4
$1.86M Buy
54,106
+22,361
+70% +$770K ﹤0.01% 1034
2024
Q3
$1.07M Buy
31,745
+21,216
+202% +$717K ﹤0.01% 1344
2024
Q2
$365K Buy
+10,529
New +$365K ﹤0.01% 1796