PWM
KBDC

Perigon Wealth Management’s Kayne Anderson BDC KBDC Stock Holding History

Perigon Wealth Management’s Portfolio KBDC Stock Details KBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,141
Closed -$169K – 1099
2024
Q4 		$169K Buy
+10,141
New +$169K ﹤0.01% 994