Strategic Wealth Partners’s Golub Capital BDC GBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
+7,457
| New | +$109K | 0.01% | 378 |
|
|
2024
Q4 | $168K | Sell |
10,568
-81
| -0.8% | -$1.29K | 0.01% | 307 |
|
|
2024
Q3 | $161K | Buy |
10,649
+3
| +0% | +$45 | 0.02% | 288 |
|
|
2024
Q2 | $167K | Sell |
10,646
-821
| -7% | -$12.9K | 0.02% | 281 |
|
|
2024
Q1 | $191K | Sell |
11,467
-5,503
| -32% | -$91.5K | 0.02% | 273 |
|
|
2023
Q4 | $256K | Sell |
16,970
-338
| -2% | -$5.1K | 0.03% | 240 |
|
|
2023
Q3 | $254K | Sell |
17,308
-1,930
| -10% | -$28.3K | 0.03% | 254 |
|
|
2023
Q2 | $260K | Sell |
19,238
-2,806
| -13% | -$37.9K | 0.03% | 257 |
|
|
2023
Q1 | $299K | Buy |
22,044
+7,724
| +54% | +$105K | 0.05% | 214 |
|
|
2022
Q4 | $188K | Buy |
14,320
+1,165
| +9% | +$15.3K | 0.04% | 252 |
|
|
2022
Q3 | $163K | Sell |
13,155
-2,355
| -15% | -$29.2K | 0.03% | 263 |
|
|
2022
Q2 | $201K | Sell |
15,510
-7,393
| -32% | -$95.8K | 0.04% | 233 |
|
|
2022
Q1 | $348K | Sell |
22,903
-7,468
| -25% | -$113K | 0.07% | 202 |
|
|
2021
Q4 | $469K | Sell |
30,371
-3,055
| -9% | -$47.2K | 0.09% | 199 |
|
|
2021
Q3 | $528K | Buy |
+33,426
| New | +$528K | 0.16% | 165 |
|