AE Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,304
| Closed | -$155K | – | 1275 |
|
|
2024
Q2 | $155K | Sell |
10,304
-5,471
| -35% | -$82.2K | ﹤0.01% | 1182 |
|
|
2024
Q1 | $236K | Sell |
15,775
-8,674
| -35% | -$130K | ﹤0.01% | 1041 |
|
|
2023
Q4 | $375K | Buy |
24,449
+2,008
| +9% | +$30.8K | ﹤0.01% | 1596 |
|
|
2023
Q3 | $327K | Buy |
22,441
+2,111
| +10% | +$30.7K | ﹤0.01% | 1577 |
|
|
2023
Q2 | $282K | Sell |
20,330
-4,172
| -17% | -$57.8K | ﹤0.01% | 1631 |
|
|
2023
Q1 | $334K | Sell |
24,502
-598
| -2% | -$8.16K | ﹤0.01% | 1495 |
|
|
2022
Q4 | $344K | Buy |
25,100
+4,296
| +21% | +$58.9K | ﹤0.01% | 1447 |
|
|
2022
Q3 | $301K | Buy |
20,804
+2,526
| +14% | +$36.5K | ﹤0.01% | 1471 |
|
|
2022
Q2 | $307K | Sell |
18,278
-292
| -2% | -$4.9K | ﹤0.01% | 1426 |
|
|
2022
Q1 | $364K | Buy |
18,570
+3,097
| +20% | +$60.7K | ﹤0.01% | 1346 |
|
|
2021
Q4 | $296K | Buy |
+15,473
| New | +$296K | ﹤0.01% | 1453 |
|