Sowell Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $770K | Buy |
47,313
+1,761
| +4% | +$28.7K | 0.03% | 491 |
|
2025
Q1 | $763K | Buy |
45,552
+4,719
| +12% | +$79.1K | 0.03% | 473 |
|
2024
Q4 | $679K | Buy |
+40,833
| New | +$679K | 0.04% | 374 |
|
2020
Q3 | – | Sell |
-1,343
| Closed | -$16K | – | 2528 |
|
2020
Q2 | $16K | Buy |
1,343
+1,198
| +826% | +$14.3K | ﹤0.01% | 1525 |
|
2020
Q1 | $1K | Buy |
145
+50
| +53% | +$345 | ﹤0.01% | 2198 |
|
2019
Q4 | $2K | Sell |
95
-99
| -51% | -$2.08K | ﹤0.01% | 2165 |
|
2019
Q3 | $3K | Buy |
+194
| New | +$3K | ﹤0.01% | 1905 |
|