WealthPlan Investment Management’s Barings BDC BBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,931
| Closed | -$133K | – | 345 |
|
|
2025
Q1 | $133K | Hold |
13,931
| – | – | 0.01% | 264 |
|
|
2024
Q4 | $133K | Hold |
13,931
| – | – | 0.01% | 259 |
|
|
2024
Q3 | $137K | Sell |
13,931
-1,500
| -10% | -$14.7K | 0.01% | 244 |
|
|
2024
Q2 | $150K | Hold |
15,431
| – | – | 0.02% | 181 |
|
|
2024
Q1 | $144K | Hold |
15,431
| – | – | 0.02% | 178 |
|
|
2023
Q4 | $132K | Hold |
15,431
| – | – | 0.02% | 186 |
|
|
2023
Q3 | $137K | Hold |
15,431
| – | – | 0.02% | 166 |
|
|
2023
Q2 | $121K | Hold |
15,431
| – | – | 0.04% | 146 |
|
|
2023
Q1 | $123K | Hold |
15,431
| – | – | 0.02% | 186 |
|
|
2022
Q4 | $133K | Hold |
15,431
| – | – | 0.01% | 380 |
|
|
2022
Q3 | $133K | Buy |
+15,431
| New | +$133K | 0.01% | 358 |
|
|
2022
Q1 | $447K | Buy |
+43,921
| New | +$447K | 0.03% | 265 |
|