WFG Advisors’s Golub Capital BDC GBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $23K | Buy |
1,234
+162
| +15% | +$3.02K | 0.01% | 909 |
|
|
2017
Q1 | $21K | Sell |
1,072
-174
| -14% | -$3.41K | 0.01% | 868 |
|
|
2016
Q4 | $22K | Buy |
1,246
+232
| +23% | +$4.1K | 0.01% | 906 |
|
|
2016
Q3 | $18K | Hold |
1,014
| – | – | ﹤0.01% | 967 |
|
|
2016
Q2 | $18K | Hold |
1,014
| – | – | ﹤0.01% | 939 |
|
|
2016
Q1 | $17K | Sell |
1,014
-336
| -25% | -$5.63K | ﹤0.01% | 920 |
|
|
2015
Q4 | $22K | Buy |
1,350
+6
| +0.4% | +$98 | 0.01% | 870 |
|
|
2015
Q3 | $21K | Buy |
1,344
+6
| +0.4% | +$94 | 0.01% | 869 |
|
|
2015
Q2 | $22K | Buy |
1,338
+1,020
| +321% | +$16.8K | 0.01% | 945 |
|
|
2015
Q1 | $5K | Buy |
318
+7
| +2% | +$110 | ﹤0.01% | 1354 |
|
|
2014
Q4 | $5K | Buy |
+311
| New | +$5K | ﹤0.01% | 1618 |
|