Perigon 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
2025
Q1
Sell
-12,070
Closed -$150K 1048
2024
Q4
$150K Sell
12,070
-23,872
-66% -$296K ﹤0.01% 1003
2024
Q3
$495K Sell
35,942
-473
-1% -$6.51K 0.01% 620
2024
Q2
$547K Buy
36,415
+4,890
+16% +$73.5K 0.02% 512
2024
Q1
$472K Buy
+31,525
New +$472K 0.01% 550