Investmark Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,136
| Closed | -$191K | – | 122 |
|
|
2024
Q2 | $191K | Sell |
11,136
-1
| -0% | -$17 | 0.1% | 114 |
|
|
2024
Q1 | $188K | Sell |
11,137
-2,620
| -19% | -$44.3K | 0.1% | 114 |
|
|
2023
Q4 | $221K | Buy |
13,757
+2,620
| +24% | +$42K | 0.13% | 104 |
|
|
2023
Q3 | $179K | Hold |
11,137
| – | – | 0.12% | 105 |
|
|
2023
Q2 | $171K | Hold |
11,137
| – | – | 0.11% | 104 |
|
|
2023
Q1 | $165K | Hold |
11,137
| – | – | 0.12% | 97 |
|
|
2022
Q4 | $158K | Buy |
+11,137
| New | +$158K | 0.12% | 103 |
|
|
2022
Q1 | – | Sell |
-8,987
| Closed | -$154K | – | 117 |
|
|
2021
Q4 | $154K | Buy |
+8,987
| New | +$154K | 0.14% | 101 |
|