Beam 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
Q2 | – | Sell |
-14,950
| Closed | -$224K | – | 116 |
|
|
2024
Q1 | $224K | Buy |
14,950
+426
| +3% | +$6.38K | 0.13% | 101 |
|
|
2023
Q4 | $213K | Sell |
14,524
-420
| -3% | -$6.15K | 0.13% | 97 |
|
|
2023
Q3 | $218K | Buy |
14,944
+447
| +3% | +$6.51K | 0.15% | 91 |
|
|
2023
Q2 | $201K | Buy |
14,497
+453
| +3% | +$6.28K | 0.14% | 100 |
|
|
2023
Q1 | $192K | Buy |
14,044
+392
| +3% | +$5.35K | 0.19% | 95 |
|
|
2022
Q4 | $187K | Sell |
13,652
-662
| -5% | -$9.08K | 0.2% | 99 |
|
|
2022
Q3 | $207K | Buy |
14,314
+359
| +3% | +$5.19K | 0.23% | 95 |
|
|
2022
Q2 | $234K | Sell |
13,955
-429
| -3% | -$7.19K | 0.26% | 88 |
|
|
2022
Q1 | $282K | Buy |
+14,384
| New | +$282K | 0.32% | 69 |
|