LWS
Lucia Wealth Services’s VanEck BDC Income ETF BIZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,263
| Closed | -$192K | – | 176 |
|
|
2018
Q3 | $192K | Sell |
11,263
-5,578
| -33% | -$95.1K | 0.06% | 150 |
|
|
2018
Q2 | $280K | Sell |
16,841
-324,405
| -95% | -$5.39M | 0.12% | 111 |
|
|
2018
Q1 | $5.55M | Buy |
341,246
+171,297
| +101% | +$2.79M | 1.8% | 12 |
|
|
2017
Q4 | $2.82M | Buy |
+169,949
| New | +$2.82M | 1.25% | 20 |
|