Sterling Investment Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-32,930
| Closed | -$466K | – | 138 |
|
|
2022
Q4 | $466K | Buy |
32,930
+6,877
| +26% | +$97.3K | 0.17% | 100 |
|
|
2022
Q3 | $354K | Buy |
26,053
+1,013
| +4% | +$13.8K | 0.13% | 108 |
|
|
2022
Q2 | $378K | Sell |
25,040
-1,336
| -5% | -$20.2K | 0.13% | 105 |
|
|
2022
Q1 | $472K | Buy |
26,376
+10,691
| +68% | +$191K | 0.13% | 108 |
|
|
2021
Q4 | $270K | Buy |
15,685
+6,600
| +73% | +$114K | 0.08% | 130 |
|
|
2021
Q3 | $156K | Buy |
9,085
+900
| +11% | +$15.5K | 0.05% | 163 |
|
|
2021
Q2 | $140K | Hold |
8,185
| – | – | 0.04% | 172 |
|
|
2021
Q1 | $133K | Buy |
+8,185
| New | +$133K | 0.04% | 165 |
|