IHT 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-12,443
| Closed | -$228K | – | 491 |
|
2018
Q3 | $228K | Buy |
12,443
+1,008
| +9% | +$18.5K | 0.05% | 380 |
|
2018
Q2 | $205K | Hold |
11,435
| – | – | 0.05% | 382 |
|
2018
Q1 | $200K | Hold |
11,435
| – | – | 0.05% | 345 |
|
2017
Q4 | $201K | Buy |
11,435
+1,123
| +11% | +$19.7K | 0.05% | 344 |
|
2017
Q3 | $190K | Sell |
10,312
-3,186
| -24% | -$58.7K | 0.08% | 255 |
|
2017
Q2 | $47 | Buy |
13,498
+817
| +6% | +$3 | 0.02% | 517 |
|
2017
Q1 | $246K | Buy |
12,681
+2,348
| +23% | +$45.5K | 0.16% | 152 |
|
2016
Q4 | $186K | Buy |
+10,333
| New | +$186K | 0.14% | 175 |
|