Optimum Investment Advisors’s Goldman Sachs BDC GSBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,000
| Closed | -$23.3K | – | 623 |
|
|
2025
Q1 | $23.3K | Hold |
2,000
| – | – | 0.01% | 425 |
|
|
2024
Q4 | $24.2K | Sell |
2,000
-150
| -7% | -$1.82K | 0.01% | 409 |
|
|
2024
Q3 | $29.6K | Sell |
2,150
-1,000
| -32% | -$13.8K | 0.01% | 398 |
|
|
2024
Q2 | $47.3K | Sell |
3,150
-847
| -21% | -$12.7K | 0.02% | 365 |
|
|
2024
Q1 | $59.9K | Buy |
3,997
+150
| +4% | +$2.25K | 0.03% | 344 |
|
|
2023
Q4 | $56.4K | Hold |
3,847
| – | – | 0.03% | 339 |
|
|
2023
Q3 | $56K | Sell |
3,847
-1,467
| -28% | -$21.4K | 0.03% | 348 |
|
|
2023
Q2 | $73.7K | Sell |
5,314
-153
| -3% | -$2.12K | 0.04% | 324 |
|
|
2023
Q1 | $74.6K | Sell |
5,467
-1,120
| -17% | -$15.3K | 0.04% | 318 |
|
|
2022
Q4 | $90.4K | Buy |
6,587
+100
| +2% | +$1.37K | 0.05% | 284 |
|
|
2022
Q3 | $94K | Buy |
6,487
+300
| +5% | +$4.35K | 0.05% | 284 |
|
|
2022
Q2 | $104K | Sell |
6,187
-274
| -4% | -$4.61K | 0.05% | 280 |
|
|
2022
Q1 | $127K | Sell |
6,461
-1,465
| -18% | -$28.8K | 0.05% | 282 |
|
|
2021
Q4 | $152K | Buy |
7,926
+1,445
| +22% | +$27.7K | 0.06% | 274 |
|
|
2021
Q3 | $119K | Sell |
6,481
-938
| -13% | -$17.2K | 0.05% | 305 |
|
|
2021
Q2 | $145K | Buy |
7,419
+59
| +0.8% | +$1.15K | 0.05% | 324 |
|
|
2021
Q1 | $142K | Sell |
7,360
-1,340
| -15% | -$25.9K | 0.04% | 321 |
|
|
2020
Q4 | $166K | Sell |
8,700
-136
| -2% | -$2.6K | 0.05% | 269 |
|
|
2020
Q3 | $133K | Sell |
8,836
-238
| -3% | -$3.58K | 0.04% | 288 |
|
|
2020
Q2 | $147K | Buy |
9,074
+65
| +0.7% | +$1.05K | 0.05% | 270 |
|
|
2020
Q1 | $111K | Buy |
9,009
+142
| +2% | +$1.75K | 0.05% | 290 |
|
|
2019
Q4 | $189K | Buy |
8,867
+5,000
| +129% | +$107K | 0.06% | 287 |
|
|
2019
Q3 | $78K | Buy |
+3,867
| New | +$78K | 0.02% | 413 |
|