Creative Planning’s Belden BDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
30,494
+5,742
| +23% | +$665K | ﹤0.01% | 936 |
|
|
2025
Q1 | $2.48M | Buy |
24,752
+1,780
| +8% | +$178K | ﹤0.01% | 1041 |
|
|
2024
Q4 | $2.59M | Buy |
22,972
+3,031
| +15% | +$341K | ﹤0.01% | 977 |
|
|
2024
Q3 | $2.34M | Buy |
19,941
+5,705
| +40% | +$668K | ﹤0.01% | 983 |
|
|
2024
Q2 | $1.34M | Buy |
14,236
+2,117
| +17% | +$199K | ﹤0.01% | 1213 |
|
|
2024
Q1 | $1.12M | Buy |
12,119
+6,552
| +118% | +$607K | ﹤0.01% | 1262 |
|
|
2023
Q4 | $430K | Buy |
5,567
+2,780
| +100% | +$215K | ﹤0.01% | 1803 |
|
|
2023
Q3 | $269K | Buy |
+2,787
| New | +$269K | ﹤0.01% | 2024 |
|
|
2017
Q3 | – | Sell |
-164
| Closed | -$12K | – | 2018 |
|
|
2017
Q2 | $12K | Sell |
164
-44
| -21% | -$3.22K | ﹤0.01% | 3457 |
|
|
2017
Q1 | $14K | Buy |
208
+75
| +56% | +$5.05K | ﹤0.01% | 3327 |
|
|
2016
Q4 | $10K | Sell |
133
-92
| -41% | -$6.92K | ﹤0.01% | 3484 |
|
|
2016
Q3 | $16K | Buy |
225
+125
| +125% | +$8.89K | ﹤0.01% | 3153 |
|
|
2016
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 3459 |
|
|
2016
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 3427 |
|
|
2015
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 3587 |
|
|
2015
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 3531 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$9K | – | 1228 |
|
|
2015
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 3188 |
|
|
2014
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 3168 |
|
|
2014
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 3127 |
|
|
2014
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 2906 |
|
|
2014
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 2851 |
|
|
2013
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 2706 |
|
|
2013
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 2652 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 2529 |
|