MWPCG
Measured Wealth Private Client Group’s Belden BDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,210
| Closed | -$793K | – | 179 |
|
|
2023
Q3 | $793K | Buy |
8,210
+1,687
| +26% | +$163K | 0.32% | 48 |
|
|
2023
Q2 | $624K | Sell |
6,523
-13
| -0.2% | -$1.24K | 0.24% | 65 |
|
|
2023
Q1 | $567K | Buy |
6,536
+874
| +15% | +$75.8K | 0.22% | 67 |
|
|
2022
Q4 | $407K | Sell |
5,662
-271
| -5% | -$19.5K | 0.17% | 84 |
|
|
2022
Q3 | $356K | Buy |
5,933
+51
| +0.9% | +$3.06K | 0.16% | 86 |
|
|
2022
Q2 | $313K | Buy |
5,882
+199
| +4% | +$10.6K | 0.14% | 112 |
|
|
2022
Q1 | $315K | Buy |
5,683
+147
| +3% | +$8.15K | 0.12% | 109 |
|
|
2021
Q4 | $364K | Sell |
5,536
-1,491
| -21% | -$98K | 0.13% | 98 |
|
|
2021
Q3 | $409K | Sell |
7,027
-1,381
| -16% | -$80.4K | 0.16% | 84 |
|
|
2021
Q2 | $425K | Buy |
8,408
+1,807
| +27% | +$91.3K | 0.14% | 95 |
|
|
2021
Q1 | $293K | Buy |
+6,601
| New | +$293K | 0.1% | 116 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$21K | – | 163 |
|
|
2018
Q3 | $21K | Buy |
+300
| New | +$21K | 0.01% | 514 |
|