LWM
Lakeridge Wealth Management’s BlackRock TCP Capital TCPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,024
| Closed | -$104K | – | 155 |
|
|
2025
Q1 | $104K | Hold |
13,024
| – | – | 0.05% | 150 |
|
|
2024
Q4 | $113K | Hold |
13,024
| – | – | 0.06% | 151 |
|
|
2024
Q3 | $108K | Hold |
13,024
| – | – | 0.06% | 152 |
|
|
2024
Q2 | $141K | Hold |
13,024
| – | – | 0.08% | 143 |
|
|
2024
Q1 | $136K | Buy |
+13,024
| New | +$136K | 0.09% | 134 |
|