J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.23M | Buy |
83,775
+1,520
| +2% | +$22.3K | ﹤0.01% | 905 |
|
|
2023
Q2 | $1.11M | Sell |
82,255
-12,167
| -13% | -$164K | 0.01% | 735 |
|
|
2023
Q1 | $1.28M | Sell |
94,422
-3,250
| -3% | -$44.1K | ﹤0.01% | 1054 |
|
|
2022
Q4 | $1.29M | Sell |
97,672
-2,704
| -3% | -$35.6K | ﹤0.01% | 1030 |
|
|
2022
Q3 | $1.24M | Buy |
100,376
+15,056
| +18% | +$187K | ﹤0.01% | 1039 |
|
|
2022
Q2 | $1.11M | Sell |
85,320
-54,876
| -39% | -$711K | ﹤0.01% | 1092 |
|
|
2022
Q1 | $2.13M | Buy |
140,196
+17,610
| +14% | +$268K | ﹤0.01% | 875 |
|
|
2021
Q4 | $1.89M | Sell |
122,586
-3,188
| -3% | -$49.2K | ﹤0.01% | 934 |
|
|
2021
Q3 | $1.99M | Buy |
125,774
+7,085
| +6% | +$112K | ﹤0.01% | 904 |
|
|
2021
Q2 | $1.83M | Buy |
118,689
+86,356
| +267% | +$1.33M | ﹤0.01% | 916 |
|
|
2021
Q1 | $473K | Sell |
32,333
-130,358
| -80% | -$1.91M | ﹤0.01% | 1336 |
|
|
2020
Q4 | $2.3M | Buy |
162,691
+69,071
| +74% | +$976K | 0.01% | 678 |
|
|
2020
Q3 | $1.24M | Buy |
93,620
+18,040
| +24% | +$239K | ﹤0.01% | 806 |
|
|
2020
Q2 | $881K | Buy |
75,580
+4,906
| +7% | +$57.2K | ﹤0.01% | 859 |
|
|
2020
Q1 | $869K | Buy |
70,674
+4,893
| +7% | +$60.2K | ﹤0.01% | 751 |
|
|
2019
Q4 | $1.19M | Sell |
65,781
-8,247
| -11% | -$149K | 0.01% | 740 |
|
|
2019
Q3 | $1.37M | Sell |
74,028
-18,612
| -20% | -$343K | 0.01% | 670 |
|
|
2019
Q2 | $1.62M | Sell |
92,640
-20,501
| -18% | -$357K | 0.01% | 634 |
|
|
2019
Q1 | $1.98M | Sell |
113,141
-222,776
| -66% | -$3.9M | 0.01% | 616 |
|
|
2018
Q4 | $5.43M | Sell |
335,917
-21,031
| -6% | -$340K | 0.03% | 350 |
|
|
2018
Q3 | $6.56M | Buy |
356,948
+44,098
| +14% | +$810K | 0.03% | 373 |
|
|
2018
Q2 | $5.61M | Buy |
312,850
+32,830
| +12% | +$588K | 0.03% | 376 |
|
|
2018
Q1 | $4.91M | Buy |
280,020
+26,938
| +11% | +$472K | 0.03% | 326 |
|
|
2017
Q4 | $4.51M | Sell |
253,082
-17,917
| -7% | -$319K | 0.03% | 344 |
|
|
2017
Q3 | $5M | Buy |
270,999
+22,865
| +9% | +$421K | 0.04% | 312 |
|
|
2017
Q2 | $4.65M | Buy |
+248,134
| New | +$4.65M | 0.04% | 310 |
|
|
2017
Q1 | – | Sell |
-253,398
| Closed | -$4.56M | – | 1343 |
|
|
2016
Q4 | $4.56M | Buy |
253,398
+17,300
| +7% | +$312K | 0.04% | 295 |
|
|
2016
Q3 | $4.29M | Buy |
236,098
+86,249
| +58% | +$1.57M | 0.04% | 295 |
|
|
2016
Q2 | $2.65M | Sell |
149,849
-2,179
| -1% | -$38.6K | 0.03% | 382 |
|
|
2016
Q1 | $2.58M | Buy |
152,028
+1,898
| +1% | +$32.2K | 0.02% | 354 |
|
|
2015
Q4 | $2.44M | Sell |
150,130
-9,986
| -6% | -$163K | 0.03% | 336 |
|
|
2015
Q3 | $2.51M | Sell |
160,116
-71,789
| -31% | -$1.12M | 0.03% | 304 |
|
|
2015
Q2 | $3.76M | Sell |
231,905
-49,196
| -18% | -$798K | 0.04% | 281 |
|
|
2015
Q1 | $4.83M | Sell |
281,101
-21,022
| -7% | -$361K | 0.06% | 247 |
|
|
2014
Q4 | $5.31M | Sell |
302,123
-126,007
| -29% | -$2.21M | 0.06% | 239 |
|
|
2014
Q3 | $6.69M | Buy |
428,130
+77,503
| +22% | +$1.21M | 0.09% | 215 |
|
|
2014
Q2 | $6.08M | Buy |
350,627
+85,943
| +32% | +$1.49M | 0.1% | 190 |
|
|
2014
Q1 | $4.63M | Buy |
264,684
+81,195
| +44% | +$1.42M | 0.08% | 201 |
|
|
2013
Q4 | $3.43M | Buy |
183,489
+127,880
| +230% | +$2.39M | 0.07% | 211 |
|
|
2013
Q3 | $944K | Buy |
+55,609
| New | +$944K | 0.02% | 340 |
|