LWM
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Laidlaw Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Laidlaw Wealth Management’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-18,885
Closed -$347K – 401
2021
Q3 		$347K Buy
18,885
+813
+4% +$15.6K 0.09% 179
2021
Q2 		$354K Buy
18,072
+558
+3% +$11K 0.09% 181
2021
Q1 		$339K Buy
17,514
+247
+1% +$4.63K 0.12% 155
2020
Q4 		$330K Sell
17,267
-1,128
-6% -$19.4K 0.07% 245
2020
Q3 		$277K Sell
18,395
-1,331
-7% -$20.8K 0.12% 166
2020
Q2 		$320K Buy
19,726
+3,378
+21% +$52.1K 0.17% 123
2020
Q1 		$202K Sell
16,348
-1,752
-10% -$33.1K 0.13% 139
2019
Q4 		$385K Buy
+18,100
New +$374K 0.24% 106

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Creative Planning
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return