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Kingswood Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

Kingswood Wealth Advisors’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,240
Closed -$231K – 761
2025
Q1 		$231K Sell
15,240
-9,493
-38% -$144K 0.02% 634
2024
Q4 		$375K Buy
+24,733
New +$375K 0.03% 529