Strategic Wealth Partners’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 | $77.6K | Buy |
+6,897
| New | +$77.6K | 0.01% | 425 |
|
|
2024
Q4 | $219K | Hold |
16,985
| – | – | 0.02% | 295 |
|
|
2024
Q3 | $234K | Buy |
16,985
+1,000
| +6% | +$13.8K | 0.02% | 277 |
|
|
2024
Q2 | $240K | Sell |
15,985
-2,306
| -13% | -$34.7K | 0.03% | 266 |
|
|
2024
Q1 | $274K | Hold |
18,291
| – | – | 0.03% | 238 |
|
|
2023
Q4 | $268K | Sell |
18,291
-3,386
| -16% | -$49.6K | 0.03% | 233 |
|
|
2023
Q3 | $316K | Buy |
21,677
+6,815
| +46% | +$99.2K | 0.04% | 238 |
|
|
2023
Q2 | $206K | Buy |
14,862
+4,413
| +42% | +$61.2K | 0.03% | 272 |
|
|
2023
Q1 | $143K | Hold |
10,449
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $143K | Sell |
10,449
-9,226
| -47% | -$127K | 0.03% | 255 |
|
|
2022
Q3 | $284K | Sell |
19,675
-1,121
| -5% | -$16.2K | 0.06% | 225 |
|
|
2022
Q2 | $349K | Sell |
20,796
-6,573
| -24% | -$110K | 0.08% | 182 |
|
|
2022
Q1 | $537K | Buy |
27,369
+3,466
| +15% | +$68K | 0.1% | 172 |
|
|
2021
Q4 | $458K | Buy |
+23,903
| New | +$458K | 0.09% | 201 |
|
|
2021
Q1 | – | Sell |
-11,901
| Closed | -$228K | – | 194 |
|
|
2020
Q4 | $228K | Buy |
+11,901
| New | +$228K | 0.1% | 163 |
|