Axxcess Wealth Management’s Golub Capital BDC GBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,000
| Closed | -$166K | – | 894 |
|
|
2024
Q1 | $166K | Hold |
10,000
| – | – | ﹤0.01% | 832 |
|
|
2023
Q4 | $151K | Sell |
10,000
-5,816
| -37% | -$87.8K | ﹤0.01% | 800 |
|
|
2023
Q3 | $232K | Sell |
15,816
-159,169
| -91% | -$2.33M | 0.01% | 680 |
|
|
2023
Q2 | $2.36M | Buy |
174,985
+89,543
| +105% | +$1.21M | 0.17% | 112 |
|
|
2023
Q1 | $1.16M | Sell |
85,442
-1,605
| -2% | -$21.8K | 0.09% | 201 |
|
|
2022
Q4 | $1.15M | Buy |
87,047
+1,979
| +2% | +$26K | 0.09% | 202 |
|
|
2022
Q3 | $1.05M | Buy |
85,068
+58
| +0.1% | +$719 | 0.1% | 182 |
|
|
2022
Q2 | $1.1M | Buy |
85,010
+5,985
| +8% | +$77.6K | 0.1% | 175 |
|
|
2022
Q1 | $1.2M | Buy |
79,025
+1,357
| +2% | +$20.6K | 0.09% | 184 |
|
|
2021
Q4 | $1.2M | Buy |
+77,668
| New | +$1.2M | 0.09% | 180 |
|