Strategic Wealth Partners Group’s Golub Capital BDC GBDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,041
Closed -$146K 57
2020
Q3
$146K Sell
11,041
-4,044
-27% -$53.5K 0.04% 57
2020
Q2
$176K Sell
15,085
-9,947
-40% -$116K 0.04% 60
2020
Q1
$308K Sell
25,032
-1,816,848
-99% -$22.4M 0.09% 45
2019
Q4
$33.3M Buy
1,841,880
+45,409
+3% +$821K 7.89% 5
2019
Q3
$33.1M Buy
+1,796,471
New +$33.1M 9.11% 4