Lucia Wealth Services’s Goldman Sachs BDC GSBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $90K | Hold |
6,000
| – | – | 0.02% | 150 |
|
|
2020
Q2 | $97K | Hold |
6,000
| – | – | 0.03% | 140 |
|
|
2020
Q1 | $74K | Buy |
6,000
+4,000
| +200% | +$49.3K | 0.02% | 156 |
|
|
2019
Q4 | $43K | Hold |
2,000
| – | – | 0.01% | 158 |
|
|
2019
Q3 | $40K | Hold |
2,000
| – | – | 0.01% | 140 |
|
|
2019
Q2 | $39K | Hold |
2,000
| – | – | 0.01% | 149 |
|
|
2019
Q1 | $41K | Buy |
+2,000
| New | +$41K | 0.01% | 164 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$44K | – | 194 |
|
|
2018
Q3 | $44K | Hold |
2,000
| – | – | 0.01% | 192 |
|
|
2018
Q2 | $41K | Hold |
2,000
| – | – | 0.02% | 173 |
|
|
2018
Q1 | $38K | Buy |
+2,000
| New | +$38K | 0.01% | 151 |
|