Forvis Mazars Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-27,800
| Closed | -$437K | – | 190 |
|
|
2015
Q3 | $437K | Hold |
27,800
| – | – | 0.08% | 112 |
|
|
2015
Q2 | $497K | Hold |
27,800
| – | – | 0.07% | 107 |
|
|
2015
Q1 | $520K | Hold |
27,800
| – | – | 0.08% | 106 |
|
|
2014
Q4 | $498K | Hold |
27,800
| – | – | 0.08% | 97 |
|
|
2014
Q3 | $545K | Hold |
27,800
| – | – | 0.09% | 88 |
|
|
2014
Q2 | $586K | Hold |
27,800
| – | – | 0.1% | 86 |
|
|
2014
Q1 | $577K | Hold |
27,800
| – | – | 0.1% | 99 |
|
|
2013
Q4 | $583K | Buy |
27,800
+7,800
| +39% | +$164K | 0.11% | 100 |
|
|
2013
Q3 | $411K | Buy |
+20,000
| New | +$411K | 0.08% | 107 |
|