Steward Partners Investment Advisory’s Putnam BDC Income ETF PBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
96,475
+36,444
| +61% | +$1.23M | 0.03% | 552 |
|
|
2025
Q1 | $2.08M | Buy |
60,031
+1,175
| +2% | +$40.7K | 0.02% | 650 |
|
|
2024
Q4 | $2.03M | Buy |
58,856
+7,021
| +14% | +$242K | 0.02% | 631 |
|
|
2024
Q3 | $1.75M | Buy |
51,835
+3,815
| +8% | +$129K | 0.02% | 670 |
|
|
2024
Q2 | $1.66M | Buy |
48,020
+3,610
| +8% | +$125K | 0.02% | 643 |
|
|
2024
Q1 | $1.51M | Buy |
44,410
+14,360
| +48% | +$487K | 0.02% | 664 |
|
|
2023
Q4 | $951K | Buy |
+30,050
| New | +$951K | 0.01% | 748 |
|