Laidlaw Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-18,885
| Closed | -$347K | – | 401 |
|
2021
Q3 | $347K | Buy |
18,885
+813
| +4% | +$14.9K | 0.09% | 179 |
|
2021
Q2 | $354K | Buy |
18,072
+558
| +3% | +$10.9K | 0.09% | 181 |
|
2021
Q1 | $339K | Buy |
17,514
+247
| +1% | +$4.78K | 0.12% | 155 |
|
2020
Q4 | $330K | Sell |
17,267
-1,128
| -6% | -$21.6K | 0.07% | 245 |
|
2020
Q3 | $277K | Sell |
18,395
-1,331
| -7% | -$20K | 0.12% | 166 |
|
2020
Q2 | $320K | Buy |
19,726
+3,378
| +21% | +$54.8K | 0.17% | 123 |
|
2020
Q1 | $202K | Sell |
16,348
-1,752
| -10% | -$21.6K | 0.13% | 139 |
|
2019
Q4 | $385K | Buy |
+18,100
| New | +$385K | 0.24% | 106 |
|