WOSD
WFA of San Diego’s Bain Capital Specialty BCSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5K | Buy |
+100
| New | +$1.5K | ﹤0.01% | 403 |
|
|
2024
Q3 | $1.66K | Hold |
100
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $1.63K | Buy |
+100
| New | +$1.63K | ﹤0.01% | 368 |
|
|
2023
Q3 | $1.53K | Hold |
100
| – | – | ﹤0.01% | 356 |
|
|
2023
Q2 | $1.35K | Buy |
+100
| New | +$1.35K | ﹤0.01% | 351 |
|
|
2020
Q3 | – | Sell |
-35,190
| Closed | -$693K | – | 88 |
|
|
2020
Q2 | $693K | Buy |
+35,190
| New | +$693K | 0.16% | 124 |
|