Valeo Financial Advisors’s Belden BDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-38
| Closed | -$2K | – | 588 |
|
|
2021
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 1681 |
|
|
2020
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 1470 |
|
|
2020
Q3 | $1K | Sell |
38
-39
| -51% | -$1.03K | ﹤0.01% | 1416 |
|
|
2020
Q2 | $3K | Hold |
77
| – | – | ﹤0.01% | 1572 |
|
|
2020
Q1 | $3K | Hold |
77
| – | – | ﹤0.01% | 1346 |
|
|
2019
Q4 | $4K | Hold |
77
| – | – | ﹤0.01% | 1310 |
|
|
2019
Q3 | $4K | Buy |
77
+38
| +97% | +$1.97K | ﹤0.01% | 1217 |
|
|
2019
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 1375 |
|
|
2019
Q1 | $2K | Sell |
39
-26
| -40% | -$1.33K | ﹤0.01% | 1327 |
|
|
2018
Q4 | $3K | Sell |
65
-23
| -26% | -$1.06K | ﹤0.01% | 1180 |
|
|
2018
Q3 | $5K | Hold |
88
| – | – | ﹤0.01% | 1164 |
|
|
2018
Q2 | $6K | Buy |
88
+38
| +76% | +$2.59K | ﹤0.01% | 1065 |
|
|
2018
Q1 | $3K | Buy |
50
+1
| +2% | +$60 | ﹤0.01% | 1236 |
|
|
2017
Q4 | $4K | Buy |
49
+2
| +4% | +$163 | ﹤0.01% | 1051 |
|
|
2017
Q3 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 899 |
|