B. Riley Wealth Advisors’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 |
-11,500
| Closed | -$178K | – | 1338 |
|
|
2024
Q2 | $178K | Buy |
11,500
+1,146
| +11% | +$17.7K | ﹤0.01% | 1258 |
|
|
2024
Q1 | $155K | Sell |
10,354
-2,967
| -22% | -$44.5K | ﹤0.01% | 1310 |
|
|
2023
Q4 | $201K | Buy |
13,321
+2,967
| +29% | +$44.8K | 0.01% | 1260 |
|
|
2023
Q3 | $155K | Sell |
10,354
-7,918
| -43% | -$119K | ﹤0.01% | 1310 |
|
|
2023
Q2 | $259K | Sell |
18,272
-35,876
| -66% | -$509K | 0.01% | 1203 |
|
|
2023
Q1 | $746K | Sell |
54,148
-7,028
| -11% | -$96.8K | 0.02% | 646 |
|
|
2022
Q4 | $850K | Buy |
61,176
+36,730
| +150% | +$510K | 0.02% | 591 |
|
|
2022
Q3 | $354K | Buy |
24,446
+543
| +2% | +$7.86K | 0.01% | 921 |
|
|
2022
Q2 | $402K | Sell |
23,903
-1,050
| -4% | -$17.7K | 0.02% | 746 |
|
|
2022
Q1 | $490K | Buy |
24,953
+1,547
| +7% | +$30.4K | 0.02% | 759 |
|
|
2021
Q4 | $449K | Buy |
23,406
+12,981
| +125% | +$249K | 0.01% | 875 |
|
|
2021
Q3 | $192K | Buy |
10,425
+123
| +1% | +$2.27K | 0.01% | 1253 |
|
|
2021
Q2 | $202K | Sell |
10,302
-804
| -7% | -$15.8K | 0.01% | 1212 |
|
|
2021
Q1 | $215K | Buy |
+11,106
| New | +$215K | 0.01% | 1159 |
|
|
2017
Q1 | – | Sell |
-16,904
| Closed | -$398K | – | 542 |
|
|
2016
Q4 | $398K | Sell |
16,904
-17
| -0.1% | -$400 | 0.08% | 275 |
|
|
2016
Q3 | $369K | Buy |
16,921
+3,779
| +29% | +$82.4K | 0.07% | 342 |
|
|
2016
Q2 | $263K | Buy |
+13,142
| New | +$263K | 0.05% | 444 |
|