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