TSWM
Triangle Securities Wealth Management’s Barings BDC BBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-25,420
| Closed | -$712K | – | 127 |
|
|
2014
Q1 | $712K | Buy |
25,420
+10,420
| +69% | +$292K | 0.64% | 56 |
|
|
2013
Q4 | $415K | Sell |
15,000
-1,000
| -6% | -$27.7K | 0.34% | 86 |
|
|
2013
Q3 | $470K | Sell |
16,000
-4,505
| -22% | -$132K | 0.41% | 77 |
|
|
2013
Q2 | $564K | Buy |
+20,505
| New | +$564K | 0.42% | 67 |
|