SFPG
Stonebridge Financial Planning 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 | $2.96M | Buy |
87,445
+1,543
| +2% | +$52.2K | 1.24% | 20 |
|
|
2025
Q1 | $2.98M | Buy |
85,902
+3,121
| +4% | +$108K | 1.36% | 17 |
|
|
2024
Q4 | $2.85M | Buy |
82,781
+1,109
| +1% | +$38.2K | 1.27% | 19 |
|
|
2024
Q3 | $2.76M | Buy |
81,672
+3,824
| +5% | +$129K | 1.31% | 17 |
|
|
2024
Q2 | $2.7M | Buy |
77,848
+10,256
| +15% | +$355K | 1.35% | 15 |
|
|
2024
Q1 | $2.29M | Buy |
67,592
+5,815
| +9% | +$197K | 1.21% | 17 |
|
|
2023
Q4 | $1.96M | Buy |
61,777
+13,120
| +27% | +$415K | 1.13% | 23 |
|
|
2023
Q3 | $1.54M | Buy |
48,657
+10,520
| +28% | +$333K | 0.99% | 31 |
|
|
2023
Q2 | $1.15M | Buy |
+38,137
| New | +$1.15M | 0.7% | 46 |
|