Circle Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-28,902
| Closed | -$397K | – | 167 |
|
2022
Q4 | $397K | Sell |
28,902
-4,506
| -13% | -$61.8K | 0.06% | 118 |
|
2022
Q3 | $483K | Buy |
33,408
+6,142
| +23% | +$88.8K | 0.08% | 96 |
|
2022
Q2 | $458K | Buy |
27,266
+112
| +0.4% | +$1.88K | 0.07% | 104 |
|
2022
Q1 | $532K | Buy |
27,154
+271
| +1% | +$5.31K | 0.07% | 120 |
|
2021
Q4 | $515K | Buy |
26,883
+4,311
| +19% | +$82.6K | 0.07% | 124 |
|
2021
Q3 | $414K | Buy |
+22,572
| New | +$414K | 0.06% | 132 |
|