Cherrydale 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 |
-10,730
| Closed | -$178K | – | 70 |
|
2024
Q1 | $178K | Buy |
10,730
+305
| +3% | +$5.07K | 0.08% | 58 |
|
2023
Q4 | $157K | Buy |
10,425
+303
| +3% | +$4.58K | 0.08% | 46 |
|
2023
Q3 | $148K | Buy |
+10,122
| New | +$148K | 0.09% | 45 |
|
2022
Q1 | – | Sell |
-18,979
| Closed | -$293K | – | 43 |
|
2021
Q4 | $293K | Buy |
+18,979
| New | +$293K | 0.22% | 29 |
|