TWA
TCI Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-11,799
| Closed | -$161K | – | 1035 |
|
2023
Q1 | $161K | Hold |
11,799
| – | – | 0.02% | 208 |
|
2022
Q4 | $162K | Hold |
11,799
| – | – | 0.02% | 194 |
|
2022
Q3 | $170K | Hold |
11,799
| – | – | 0.03% | 179 |
|
2022
Q2 | $198K | Hold |
11,799
| – | – | 0.03% | 164 |
|
2022
Q1 | $231K | Hold |
11,799
| – | – | 0.03% | 160 |
|
2021
Q4 | $226K | Hold |
11,799
| – | – | 0.03% | 166 |
|
2021
Q3 | $217K | Buy |
11,799
+3,933
| +50% | +$72.3K | 0.03% | 163 |
|
2021
Q2 | $154K | Buy |
7,866
+3,933
| +100% | +$77K | 0.03% | 189 |
|
2021
Q1 | $76K | Buy |
+3,933
| New | +$76K | 0.03% | 271 |
|