Wealth Enhancement Advisory Services
BBDC icon

Wealth Enhancement Advisory Services’s Barings BDC BBDC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$749K Sell
89,521
-60,416
-40% -$530K ﹤0.01% 2014
2025
Q4 		$1.37M Buy
149,937
+1,228
+0.8% +$10.9K ﹤0.01% 1753
2025
Q3 		$1.26M Sell
148,709
-7,559
-5% -$71.1K ﹤0.01% 1716
2025
Q2 		$1.45M Buy
156,268
+3,928
+3% +$34.9K ﹤0.01% 1523
2025
Q1 		$1.45M Buy
152,340
+70,691
+87% +$697K ﹤0.01% 1409
2024
Q4 		$781K Buy
81,649
+8,016
+11% +$78.4K ﹤0.01% 1688
2024
Q3 		$722K Sell
73,633
-1,496
-2% -$14.9K ﹤0.01% 1590
2024
Q2 		$731K Buy
+75,129
New +$720K ﹤0.01% 1425

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