Legacy Capital Wealth Partners’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
Q1 | – | Sell |
-12,353
| Closed | -$198K | – | 139 |
|
|
2023
Q4 | $198K | Buy |
12,353
+1,777
| +17% | +$28.5K | 0.06% | 274 |
|
|
2023
Q3 | $170K | Buy |
+10,576
| New | +$170K | 0.05% | 274 |
|
|
2023
Q2 | – | Sell |
-10,141
| Closed | -$150K | – | 64 |
|
|
2023
Q1 | $150K | Buy |
+10,141
| New | +$150K | 0.04% | 241 |
|
|
2021
Q2 | – | Sell |
-219,545
| Closed | -$3.56M | – | 29 |
|
|
2021
Q1 | $3.56M | Sell |
219,545
-11,273
| -5% | -$183K | 1.47% | 16 |
|
|
2020
Q4 | $3.17M | Buy |
+230,818
| New | +$3.17M | 1.36% | 17 |
|