Mission Wealth Management’s Golub Capital BDC GBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,263
| Closed | -$170K | – | 641 |
|
|
2024
Q3 | $170K | Sell |
11,263
-950
| -8% | -$14.4K | ﹤0.01% | 616 |
|
|
2024
Q2 | $192K | Sell |
12,213
-1,000
| -8% | -$15.7K | 0.01% | 594 |
|
|
2024
Q1 | $220K | Buy |
13,213
+350
| +3% | +$5.82K | 0.01% | 588 |
|
|
2023
Q4 | $194K | Hold |
12,863
| – | – | 0.01% | 540 |
|
|
2023
Q3 | $189K | Buy |
12,863
+50
| +0.4% | +$734 | 0.01% | 504 |
|
|
2023
Q2 | $173K | Hold |
12,813
| – | – | 0.01% | 510 |
|
|
2023
Q1 | $174K | Buy |
12,813
+250
| +2% | +$3.39K | 0.01% | 497 |
|
|
2022
Q4 | $165K | Buy |
12,563
+675
| +6% | +$8.88K | 0.01% | 477 |
|
|
2022
Q3 | $147K | Hold |
11,888
| – | – | 0.01% | 459 |
|
|
2022
Q2 | $154K | Buy |
11,888
+75
| +0.6% | +$972 | 0.01% | 465 |
|
|
2022
Q1 | $180K | Hold |
11,813
| – | – | 0.01% | 482 |
|
|
2021
Q4 | $182K | Buy |
11,813
+650
| +6% | +$10K | 0.01% | 494 |
|
|
2021
Q3 | $176K | Hold |
11,163
| – | – | 0.01% | 470 |
|
|
2021
Q2 | $172K | Buy |
+11,163
| New | +$172K | 0.01% | 463 |
|
|
2020
Q2 | – | Sell |
-11,874
| Closed | -$146K | – | 338 |
|
|
2020
Q1 | $146K | Buy |
+11,874
| New | +$146K | 0.02% | 286 |
|