Kingswood Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
111,727
+13,172
| +13% | +$214K | 0.14% | 156 |
|
|
2025
Q1 | $1.63M | Sell |
98,555
-53,651
| -35% | -$889K | 0.15% | 161 |
|
|
2024
Q4 | $2.53M | Buy |
+152,206
| New | +$2.53M | 0.19% | 118 |
|
|
2024
Q3 | – | Sell |
-81,192
| Closed | -$1.39M | – | 671 |
|
|
2024
Q2 | $1.39M | Buy |
81,192
+7,863
| +11% | +$135K | 0.13% | 176 |
|
|
2024
Q1 | $1.24M | Buy |
73,329
+5,939
| +9% | +$100K | 0.14% | 166 |
|
|
2023
Q4 | $1.08M | Buy |
+67,390
| New | +$1.08M | 0.12% | 181 |
|
|
2023
Q3 | – | Sell |
-53,151
| Closed | -$816K | – | 427 |
|
|
2023
Q2 | $816K | Buy |
+53,151
| New | +$816K | 0.26% | 96 |
|