Atria Wealth Solutions’s Golub Capital BDC GBDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-15,916
| Closed | -$241K | – | 1629 |
|
2025
Q1 | $241K | Sell |
15,916
-5,165
| -25% | -$78.2K | ﹤0.01% | 1598 |
|
2024
Q4 | $320K | Sell |
21,081
-2,119
| -9% | -$32.1K | ﹤0.01% | 1488 |
|
2024
Q3 | $352K | Buy |
23,200
+2,574
| +12% | +$39.1K | ﹤0.01% | 1405 |
|
2024
Q2 | $324K | Buy |
20,626
+7,694
| +59% | +$121K | ﹤0.01% | 1445 |
|
2024
Q1 | $220K | Buy |
12,932
+1,546
| +14% | +$26.2K | ﹤0.01% | 1755 |
|
2023
Q4 | $172K | Sell |
11,386
-1,302
| -10% | -$19.7K | ﹤0.01% | 1793 |
|
2023
Q3 | $186K | Hold |
12,688
| – | – | ﹤0.01% | 1704 |
|
2023
Q2 | $171K | Buy |
12,688
+81
| +0.6% | +$1.09K | ﹤0.01% | 1730 |
|
2023
Q1 | $171K | Sell |
12,607
-1,754
| -12% | -$23.8K | ﹤0.01% | 1694 |
|
2022
Q4 | $189K | Buy |
14,361
+76
| +0.5% | +$1K | ﹤0.01% | 1616 |
|
2022
Q3 | $177K | Buy |
+14,285
| New | +$177K | ﹤0.01% | 1568 |
|
2022
Q2 | – | Sell |
-12,207
| Closed | -$186K | – | 1703 |
|
2022
Q1 | $186K | Buy |
+12,207
| New | +$186K | ﹤0.01% | 1607 |
|