KWM
Kingsview Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-66,430
| Closed | -$1M | – | 818 |
|
|
2022
Q2 | $1M | Buy |
+66,430
| New | +$1M | 0.05% | 364 |
|
|
2021
Q4 | – | Sell |
-32,906
| Closed | -$564K | – | 897 |
|
|
2021
Q3 | $564K | Buy |
+32,906
| New | +$564K | 0.03% | 511 |
|
|
2021
Q2 | – | Sell |
-77,182
| Closed | -$1.24M | – | 866 |
|
|
2021
Q1 | $1.24M | Buy |
+77,182
| New | +$1.24M | 0.07% | 284 |
|