J.W. Cole Advisors’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 | $1.02M | Buy |
90,814
+11,103
| +14% | +$125K | 0.02% | 661 |
|
|
2025
Q1 | $927K | Buy |
79,711
+19,723
| +33% | +$229K | 0.03% | 565 |
|
|
2024
Q4 | $726K | Buy |
59,988
+21,746
| +57% | +$263K | 0.03% | 508 |
|
|
2024
Q3 | $526K | Buy |
+38,242
| New | +$526K | 0.02% | 578 |
|
|
2024
Q2 | – | Sell |
-11,954
| Closed | -$179K | – | 914 |
|
|
2024
Q1 | $179K | Sell |
11,954
-230
| -2% | -$3.45K | 0.01% | 840 |
|
|
2023
Q4 | $178K | Buy |
12,184
+474
| +4% | +$6.94K | 0.01% | 771 |
|
|
2023
Q3 | $171K | Buy |
+11,710
| New | +$171K | 0.01% | 691 |
|