IHT 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $244K | Buy |
21,647
+1,173
| +6% | +$13.2K | 0.01% | 989 |
|
2025
Q1 | $238K | Buy |
20,474
+4,059
| +25% | +$47.2K | 0.01% | 948 |
|
2024
Q4 | $199K | Buy |
+16,415
| New | +$199K | 0.01% | 1024 |
|
2024
Q2 | – | Sell |
-10,176
| Closed | -$152K | – | 1045 |
|
2024
Q1 | $152K | Sell |
10,176
-446
| -4% | -$6.68K | 0.01% | 961 |
|
2023
Q4 | $156K | Sell |
10,622
-17,389
| -62% | -$255K | 0.01% | 926 |
|
2023
Q3 | $408K | Sell |
28,011
-22,928
| -45% | -$334K | 0.02% | 618 |
|
2023
Q2 | $706K | Sell |
50,939
-2,476
| -5% | -$34.3K | 0.04% | 435 |
|
2023
Q1 | $729K | Buy |
53,415
+6,923
| +15% | +$94.5K | 0.04% | 388 |
|
2022
Q4 | $638K | Sell |
46,492
-10,362
| -18% | -$142K | 0.04% | 409 |
|
2022
Q3 | $822K | Buy |
56,854
+1,530
| +3% | +$22.1K | 0.06% | 320 |
|
2022
Q2 | $929K | Buy |
55,324
+1,361
| +3% | +$22.9K | 0.08% | 251 |
|
2022
Q1 | $1.06M | Buy |
53,963
+1,568
| +3% | +$30.7K | 0.08% | 245 |
|
2021
Q4 | $1M | Buy |
52,395
+812
| +2% | +$15.6K | 0.07% | 260 |
|
2021
Q3 | $947K | Buy |
51,583
+374
| +0.7% | +$6.87K | 0.08% | 258 |
|
2021
Q2 | $1M | Buy |
51,209
+4,214
| +9% | +$82.6K | 0.06% | 319 |
|
2021
Q1 | $908K | Buy |
46,995
+4,281
| +10% | +$82.7K | 0.07% | 287 |
|
2020
Q4 | $817K | Buy |
42,714
+1,260
| +3% | +$24.1K | 0.07% | 275 |
|
2020
Q3 | $623K | Sell |
41,454
-2,143
| -5% | -$32.2K | 0.06% | 291 |
|
2020
Q2 | $708K | Buy |
43,597
+14,544
| +50% | +$236K | 0.1% | 226 |
|
2020
Q1 | $358K | Buy |
29,053
+6,467
| +29% | +$79.7K | 0.05% | 339 |
|
2019
Q4 | $481K | Sell |
22,586
-11,894
| -34% | -$253K | 0.06% | 336 |
|
2019
Q3 | $693K | Buy |
34,480
+10,837
| +46% | +$218K | 0.09% | 251 |
|
2019
Q2 | $465K | Buy |
23,643
+723
| +3% | +$14.2K | 0.07% | 300 |
|
2019
Q1 | $471K | Buy |
22,920
+1,114
| +5% | +$22.9K | 0.08% | 274 |
|
2018
Q4 | $401K | Sell |
21,806
-1,857
| -8% | -$34.1K | 0.08% | 281 |
|
2018
Q3 | $525K | Buy |
23,663
+1,689
| +8% | +$37.5K | 0.11% | 224 |
|
2018
Q2 | $450K | Buy |
21,974
+885
| +4% | +$18.1K | 0.12% | 222 |
|
2018
Q1 | $401K | Buy |
21,089
+5,981
| +40% | +$114K | 0.11% | 220 |
|
2017
Q4 | $329K | Buy |
+15,108
| New | +$329K | 0.09% | 269 |
|