Curi Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-68,953
Closed -$976K 166
2022
Q4
$976K Buy
+68,953
New +$976K 0.14% 80
2021
Q1
Sell
-10,755
Closed -$147K 141
2020
Q4
$147K Buy
+10,755
New +$147K 0.11% 97