WWM
BBDC icon

Western Wealth Management’s Barings BDC BBDC Stock Holding History

Western Wealth Management’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 		$265K Hold
32,251
– – 0.01% 837
2025
Q4 		$296K Sell
32,251
-50
-0.2% -$443 0.01% 667
2025
Q3 		$283K Buy
32,301
+15,396
+91% +$145K 0.01% 616
2025
Q2 		$155K Hold
16,905
– – 0.01% 714
2025
Q1 		$161K Sell
16,905
-350
-2% -$3.45K 0.01% 661
2024
Q4 		$165K Hold
17,255
– – 0.01% 652
2024
Q3 		$169K Buy
17,255
+178
+1% +$1.77K 0.01% 725
2024
Q2 		$166K Buy
17,077
+190
+1% +$1.82K 0.01% 641
2024
Q1 		$157K Hold
16,887
– – 0.01% 630
2023
Q4 		$145K Sell
16,887
-41
-0.2% -$365 0.01% 674
2023
Q3 		$151K Hold
16,928
– – 0.01% 626
2023
Q2 		$133K Buy
16,928
+215
+1% +$1.65K 0.01% 622
2023
Q1 		$133K Hold
16,713
– – 0.01% 618
2022
Q4 		$136K Sell
16,713
-22,187
-57% -$192K 0.01% 587
2022
Q3 		$321K Hold
38,900
– – 0.02% 611
2022
Q2 		$362K Buy
38,900
+13,162
+51% +$134K 0.02% 556
2022
Q1 		$266K Buy
+25,738
New +$276K 0.01% 710

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AM
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CAM
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DCP
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Morgan Stanley
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DCM
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return