J.P. Morgan Private Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $376K | Buy |
25,840
+1,682
| +7% | +$24.5K | ﹤0.01% | 1363 |
|
|
2023
Q2 | $335K | Sell |
24,158
-1,388
| -5% | -$19.2K | ﹤0.01% | 1198 |
|
|
2023
Q1 | $349K | Sell |
25,546
-607
| -2% | -$8.29K | ﹤0.01% | 1615 |
|
|
2022
Q4 | $359K | Buy |
26,153
+2,083
| +9% | +$28.6K | ﹤0.01% | 1595 |
|
|
2022
Q3 | $348K | Hold |
24,070
| – | – | ﹤0.01% | 1596 |
|
|
2022
Q2 | $404K | Hold |
24,070
| – | – | ﹤0.01% | 1532 |
|
|
2022
Q1 | $472K | Hold |
24,070
| – | – | ﹤0.01% | 1566 |
|
|
2021
Q4 | $461K | Hold |
24,070
| – | – | ﹤0.01% | 1585 |
|
|
2021
Q3 | $442K | Hold |
24,070
| – | – | ﹤0.01% | 1544 |
|
|
2021
Q2 | $472K | Buy |
24,070
+1,112
| +5% | +$21.8K | ﹤0.01% | 1498 |
|
|
2021
Q1 | $444K | Buy |
22,958
+1,112
| +5% | +$21.5K | ﹤0.01% | 1363 |
|
|
2020
Q4 | $418K | Sell |
21,846
-290
| -1% | -$5.55K | ﹤0.01% | 1361 |
|
|
2020
Q3 | $333K | Hold |
22,136
| – | – | ﹤0.01% | 1316 |
|
|
2020
Q2 | $359K | Sell |
22,136
-2,055
| -8% | -$33.3K | ﹤0.01% | 1237 |
|
|
2020
Q1 | $298K | Hold |
24,191
| – | – | ﹤0.01% | 1137 |
|
|
2019
Q4 | $515K | Sell |
24,191
-200
| -0.8% | -$4.26K | ﹤0.01% | 1038 |
|
|
2019
Q3 | $490K | Hold |
24,391
| – | – | ﹤0.01% | 1012 |
|
|
2019
Q2 | $480K | Sell |
24,391
-391
| -2% | -$7.7K | ﹤0.01% | 1004 |
|
|
2019
Q1 | $509K | Buy |
24,782
+2,246
| +10% | +$46.1K | ﹤0.01% | 1032 |
|
|
2018
Q4 | $414K | Buy |
22,536
+290
| +1% | +$5.33K | ﹤0.01% | 1039 |
|
|
2018
Q3 | $493K | Hold |
22,246
| – | – | ﹤0.01% | 1075 |
|
|
2018
Q2 | $456K | Buy |
+22,246
| New | +$456K | ﹤0.01% | 1039 |
|