Carson Wealth (CWM LLC)’s Goldman Sachs BDC GSBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Sell |
1,690
-25
| -1% | -$281 | ﹤0.01% | 3940 |
|
|
2025
Q1 | $20K | Buy |
1,715
+75
| +5% | +$875 | ﹤0.01% | 3669 |
|
|
2024
Q4 | $20K | Sell |
1,640
-1,610
| -50% | -$19.6K | ﹤0.01% | 3429 |
|
|
2024
Q3 | $45K | Sell |
3,250
-600
| -16% | -$8.31K | ﹤0.01% | 2764 |
|
|
2024
Q2 | $58K | Buy |
3,850
+407
| +12% | +$6.13K | ﹤0.01% | 2363 |
|
|
2024
Q1 | $52K | Sell |
3,443
-57
| -2% | -$861 | ﹤0.01% | 2271 |
|
|
2023
Q4 | $51K | Buy |
3,500
+1,500
| +75% | +$21.9K | ﹤0.01% | 2165 |
|
|
2023
Q3 | $29K | Hold |
2,000
| – | – | ﹤0.01% | 2425 |
|
|
2023
Q2 | $28K | Hold |
2,000
| – | – | ﹤0.01% | 2406 |
|
|
2023
Q1 | $27K | Hold |
2,000
| – | – | ﹤0.01% | 2288 |
|
|
2022
Q4 | $27K | Hold |
2,000
| – | – | ﹤0.01% | 2151 |
|
|
2022
Q3 | $29K | Buy |
2,000
+500
| +33% | +$7.25K | ﹤0.01% | 1978 |
|
|
2022
Q2 | $25K | Hold |
1,500
| – | – | ﹤0.01% | 1982 |
|
|
2022
Q1 | $29K | Hold |
1,500
| – | – | ﹤0.01% | 1852 |
|
|
2021
Q4 | $29K | Buy |
+1,500
| New | +$29K | ﹤0.01% | 1789 |
|
|
2021
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 2097 |
|
|
2021
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 2097 |
|
|
2020
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 2097 |
|
|
2020
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 2097 |
|
|
2020
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 2097 |
|
|
2020
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 2097 |
|
|
2019
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 2097 |
|
|
2019
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 2097 |
|
|
2019
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 2097 |
|
|
2019
Q1 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 2097 |
|