Wealthcare Advisory Partners’s Putnam BDC Income ETF PBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
42,446
+4,781
| +13% | +$162K | 0.03% | 403 |
|
|
2025
Q1 | $1.31M | Buy |
37,665
+8,516
| +29% | +$295K | 0.04% | 387 |
|
|
2024
Q4 | $1M | Buy |
29,149
+486
| +2% | +$16.7K | 0.03% | 419 |
|
|
2024
Q3 | $969K | Sell |
28,663
-12,397
| -30% | -$419K | 0.03% | 427 |
|
|
2024
Q2 | $1.42M | Sell |
41,060
-326
| -0.8% | -$11.3K | 0.04% | 299 |
|
|
2024
Q1 | $1.4M | Buy |
41,386
+2,864
| +7% | +$97.1K | 0.05% | 300 |
|
|
2023
Q4 | $1.22M | Buy |
38,522
+11,326
| +42% | +$359K | 0.05% | 278 |
|
|
2023
Q3 | $860K | Buy |
+27,196
| New | +$860K | 0.04% | 307 |
|