TPWM
Twelve Points Wealth Management’s Belden BDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
24,161
+482
| +2% | +$55.8K | 0.75% | 33 |
|
|
2025
Q1 | $2.37M | Buy |
23,679
+1,654
| +8% | +$166K | 0.64% | 34 |
|
|
2024
Q4 | $2.48M | Sell |
22,025
-791
| -3% | -$89.1K | 0.71% | 31 |
|
|
2024
Q3 | $2.67M | Buy |
22,816
+1,356
| +6% | +$159K | 0.84% | 24 |
|
|
2024
Q2 | $2.01M | Buy |
21,460
+1,564
| +8% | +$147K | 0.71% | 28 |
|
|
2024
Q1 | $1.84M | Buy |
19,896
+1,751
| +10% | +$162K | 0.67% | 31 |
|
|
2023
Q4 | $1.4M | Buy |
18,145
+526
| +3% | +$40.6K | 0.66% | 42 |
|
|
2023
Q3 | $1.7M | Buy |
17,619
+670
| +4% | +$64.7K | 0.85% | 32 |
|
|
2023
Q2 | $1.62M | Buy |
16,949
+924
| +6% | +$88.4K | 0.86% | 32 |
|
|
2023
Q1 | $1.39M | Sell |
16,025
-267
| -2% | -$23.2K | 0.8% | 35 |
|
|
2022
Q4 | $1.17M | Buy |
16,292
+26
| +0.2% | +$1.87K | 0.8% | 33 |
|
|
2022
Q3 | $976K | Buy |
16,266
+404
| +3% | +$24.2K | 0.76% | 34 |
|
|
2022
Q2 | $845K | Buy |
15,862
+3,820
| +32% | +$203K | 0.65% | 48 |
|
|
2022
Q1 | $667K | Buy |
12,042
+5,255
| +77% | +$291K | 0.5% | 76 |
|
|
2021
Q4 | $446K | Buy |
+6,787
| New | +$446K | 0.36% | 97 |
|