PFG
Prosperity Financial Group’s Putnam BDC Income ETF PBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
48,530
+3,810
| +9% | +$129K | 0.7% | 42 |
|
|
2025
Q1 | $1.55M | Sell |
44,720
-11,493
| -20% | -$398K | 0.77% | 40 |
|
|
2024
Q4 | $1.93M | Sell |
56,213
-27,625
| -33% | -$951K | 0.96% | 31 |
|
|
2024
Q3 | $2.83M | Buy |
83,838
+743
| +0.9% | +$25.1K | 1.59% | 15 |
|
|
2024
Q2 | $2.88M | Buy |
83,095
+9,733
| +13% | +$337K | 1.82% | 13 |
|
|
2024
Q1 | $2.49M | Buy |
73,362
+29,787
| +68% | +$1.01M | 1.54% | 18 |
|
|
2023
Q4 | $1.38M | Sell |
43,575
-8,461
| -16% | -$268K | 0.96% | 27 |
|
|
2023
Q3 | $1.64M | Buy |
+52,036
| New | +$1.64M | 1.36% | 18 |
|