Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26,770
| Closed | -$361K | – | 161 |
|
|
2023
Q2 | $361K | Sell |
26,770
-345,517
| -93% | -$4.66M | 0.05% | 112 |
|
|
2023
Q1 | $5.05M | Buy |
372,287
+89,530
| +32% | +$1.21M | 0.73% | 42 |
|
|
2022
Q4 | $3.72M | Sell |
282,757
-30,790
| -10% | -$405K | 0.52% | 48 |
|
|
2022
Q3 | $3.89M | Buy |
313,547
+26,824
| +9% | +$332K | 0.64% | 44 |
|
|
2022
Q2 | $3.72M | Buy |
286,723
+2,733
| +1% | +$35.4K | 0.72% | 41 |
|
|
2022
Q1 | $4.32M | Buy |
283,990
+22,919
| +9% | +$349K | 0.75% | 43 |
|
|
2021
Q4 | $4.03M | Buy |
261,071
+36,637
| +16% | +$566K | 0.7% | 39 |
|
|
2021
Q3 | $3.55M | Buy |
224,434
+33,985
| +18% | +$537K | 1.63% | 18 |
|
|
2021
Q2 | $2.94M | Buy |
190,449
+31,552
| +20% | +$486K | 1.47% | 17 |
|
|
2021
Q1 | $2.32M | Buy |
158,897
+30,022
| +23% | +$439K | 1.47% | 17 |
|
|
2020
Q4 | $1.82M | Buy |
+128,875
| New | +$1.82M | 1.32% | 17 |
|