Glassman Wealth Services’s Belden BDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-54
| Closed | -$4.17K | – | 386 |
|
|
2023
Q4 | $4.17K | Hold |
54
| – | – | ﹤0.01% | 1130 |
|
|
2023
Q3 | $5.21K | Hold |
54
| – | – | ﹤0.01% | 1058 |
|
|
2023
Q2 | $5.17K | Hold |
54
| – | – | ﹤0.01% | 989 |
|
|
2023
Q1 | $4.69K | Hold |
54
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q4 | $3.88K | Hold |
54
| – | – | ﹤0.01% | 1098 |
|
|
2022
Q3 | $3K | Buy |
54
+18
| +50% | +$1K | ﹤0.01% | 1103 |
|
|
2022
Q2 | $2K | Buy |
36
+23
| +177% | +$1.28K | ﹤0.01% | 1201 |
|
|
2022
Q1 | $1K | Buy |
13
+9
| +225% | +$692 | ﹤0.01% | 1331 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1636 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1589 |
|
|
2021
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1453 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | – | – | 1143 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1187 |
|
|
2019
Q3 | $0 | Buy |
6
+2
| +50% | – | ﹤0.01% | 1058 |
|
|
2019
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1082 |
|