Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42
| Closed | -$578 | – | 2920 |
|
|
2024
Q3 | $578 | Buy |
+42
| New | +$578 | ﹤0.01% | 2534 |
|
|
2019
Q1 | – | Sell |
-855
| Closed | -$16K | – | 2438 |
|
|
2018
Q4 | $16K | Hold |
855
| – | – | ﹤0.01% | 1593 |
|
|
2018
Q3 | $18K | Hold |
855
| – | – | ﹤0.01% | 1617 |
|
|
2018
Q2 | $17K | Hold |
855
| – | – | ﹤0.01% | 1518 |
|
|
2018
Q1 | $16K | Hold |
855
| – | – | ﹤0.01% | 1477 |
|
|
2017
Q4 | $18K | Hold |
855
| – | – | ﹤0.01% | 1426 |
|
|
2017
Q3 | $19K | Hold |
855
| – | – | ﹤0.01% | 1334 |
|
|
2017
Q2 | $19K | Hold |
855
| – | – | ﹤0.01% | 1295 |
|
|
2017
Q1 | $21K | Sell |
855
-815
| -49% | -$20K | ﹤0.01% | 1215 |
|
|
2016
Q4 | $39K | Hold |
1,670
| – | – | 0.01% | 926 |
|
|
2016
Q3 | $36K | Hold |
1,670
| – | – | ﹤0.01% | 926 |
|
|
2016
Q2 | $33K | Hold |
1,670
| – | – | ﹤0.01% | 946 |
|
|
2016
Q1 | $32K | Buy |
+1,670
| New | +$32K | ﹤0.01% | 943 |
|