Heritage Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,398
| Closed | -$16.3K | – | 470 |
|
|
2020
Q2 | $16.3K | Sell |
1,398
-29
| -2% | -$338 | ﹤0.01% | 349 |
|
|
2020
Q1 | $17.6K | Hold |
1,427
| – | – | ﹤0.01% | 337 |
|
|
2019
Q4 | $25.8K | Hold |
1,427
| – | – | ﹤0.01% | 359 |
|
|
2019
Q3 | $26K | Hold |
1,427
| – | – | ﹤0.01% | 329 |
|
|
2019
Q2 | $24.9K | Hold |
1,427
| – | – | ﹤0.01% | 320 |
|
|
2019
Q1 | $25K | Buy |
+1,427
| New | +$25K | ﹤0.01% | 287 |
|