JFS Wealth Advisors’s Belden BDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82K | Hold |
33
| – | – | ﹤0.01% | 1179 |
|
|
2025
Q1 | $3.31K | Hold |
33
| – | – | ﹤0.01% | 1284 |
|
|
2024
Q4 | $3.72K | Hold |
33
| – | – | ﹤0.01% | 1233 |
|
|
2024
Q3 | $3.87K | Buy |
33
+1
| +3% | +$117 | ﹤0.01% | 1217 |
|
|
2024
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 1274 |
|
|
2024
Q1 | $2.96K | Sell |
32
-8
| -20% | -$741 | ﹤0.01% | 1303 |
|
|
2023
Q4 | $3.09K | Sell |
40
-3
| -7% | -$232 | ﹤0.01% | 1248 |
|
|
2023
Q3 | $4.15K | Hold |
43
| – | – | ﹤0.01% | 1070 |
|
|
2023
Q2 | $4.11K | Hold |
43
| – | – | ﹤0.01% | 1090 |
|
|
2023
Q1 | $3.73K | Sell |
43
-2
| -4% | -$174 | ﹤0.01% | 1115 |
|
|
2022
Q4 | $3.24K | Buy |
45
+3
| +7% | +$216 | ﹤0.01% | 1174 |
|
|
2022
Q3 | $3K | Buy |
42
+33
| +367% | +$2.36K | ﹤0.01% | 1143 |
|
|
2022
Q2 | $0 | Sell |
9
-25
| -74% | – | ﹤0.01% | 1739 |
|
|
2022
Q1 | $2K | Buy |
34
+18
| +113% | +$1.06K | ﹤0.01% | 1374 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1260 |
|