Creative Planning’s Bain Capital Specialty BCSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
10,565
+390
| +4% | +$5.87K | ﹤0.01% | 3296 |
|
|
2025
Q1 | $169K | Buy |
+10,175
| New | +$169K | ﹤0.01% | 3125 |
|
|
2022
Q4 | – | Sell |
-10,682
| Closed | -$128K | – | 2391 |
|
|
2022
Q3 | $128K | Buy |
+10,682
| New | +$128K | ﹤0.01% | 1979 |
|
|
2021
Q3 | – | Sell |
-10,182
| Closed | -$156K | – | 2060 |
|
|
2021
Q2 | $156K | Sell |
10,182
-4,276
| -30% | -$65.5K | ﹤0.01% | 1818 |
|
|
2021
Q1 | $214K | Buy |
+14,458
| New | +$214K | ﹤0.01% | 2011 |
|