Investmark Advisory Group’s Belden BDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Hold |
8,331
| – | – | 0.45% | 50 |
|
|
2025
Q1 | $835K | Sell |
8,331
-2,129
| -20% | -$213K | 0.41% | 47 |
|
|
2024
Q4 | $1.18M | Hold |
10,460
| – | – | 0.58% | 42 |
|
|
2024
Q3 | $1.23M | Hold |
10,460
| – | – | 0.59% | 42 |
|
|
2024
Q2 | $981K | Sell |
10,460
-1,093
| -9% | -$103K | 0.52% | 44 |
|
|
2024
Q1 | $1.07M | Hold |
11,553
| – | – | 0.59% | 43 |
|
|
2023
Q4 | $892K | Hold |
11,553
| – | – | 0.52% | 45 |
|
|
2023
Q3 | $1.12M | Buy |
11,553
+2,938
| +34% | +$284K | 0.76% | 34 |
|
|
2023
Q2 | $824K | Hold |
8,615
| – | – | 0.55% | 42 |
|
|
2023
Q1 | $748K | Sell |
8,615
-2,500
| -22% | -$217K | 0.55% | 40 |
|
|
2022
Q4 | $799K | Sell |
11,115
-1,000
| -8% | -$71.9K | 0.59% | 41 |
|
|
2022
Q3 | $727K | Buy |
12,115
+2,094
| +21% | +$126K | 0.65% | 36 |
|
|
2022
Q2 | $533K | Hold |
10,021
| – | – | 0.53% | 38 |
|
|
2022
Q1 | $555K | Sell |
10,021
-4,000
| -29% | -$222K | 0.57% | 36 |
|
|
2021
Q4 | $921K | Buy |
+14,021
| New | +$921K | 0.86% | 23 |
|