SSWM
Sheets Smith Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,100
| Closed | -$148K | – | 389 |
|
|
2023
Q4 | $148K | Hold |
10,100
| – | – | 0.02% | 335 |
|
|
2023
Q3 | $147K | Hold |
10,100
| – | – | 0.02% | 323 |
|
|
2023
Q2 | $140K | Hold |
10,100
| – | – | 0.02% | 317 |
|
|
2023
Q1 | $138K | Hold |
10,100
| – | – | 0.02% | 306 |
|
|
2022
Q4 | $139K | Sell |
10,100
-1,608
| -14% | -$22.1K | 0.02% | 297 |
|
|
2022
Q3 | $169K | Hold |
11,708
| – | – | 0.03% | 292 |
|
|
2022
Q2 | $197K | Hold |
11,708
| – | – | 0.03% | 292 |
|
|
2022
Q1 | $230K | Buy |
11,708
+103
| +0.9% | +$2.02K | 0.03% | 318 |
|
|
2021
Q4 | $222K | Buy |
11,605
+105
| +0.9% | +$2.01K | 0.03% | 343 |
|
|
2021
Q3 | $211K | Buy |
+11,500
| New | +$211K | 0.03% | 345 |
|