EWA
Evolution Wealth Advisors’s Putnam BDC Income ETF PBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Hold |
132,620
| – | – | 0.66% | 29 |
|
|
2025
Q1 | $4.6M | Sell |
132,620
-2,665
| -2% | -$92.4K | 0.77% | 26 |
|
|
2024
Q4 | $4.66M | Sell |
135,285
-550
| -0.4% | -$18.9K | 0.78% | 26 |
|
|
2024
Q3 | $4.59M | Hold |
135,835
| – | – | 0.82% | 26 |
|
|
2024
Q2 | $4.7M | Buy |
135,835
+6,080
| +5% | +$211K | 0.92% | 26 |
|
|
2024
Q1 | $4.4M | Buy |
+129,755
| New | +$4.4M | 0.84% | 26 |
|