Tcg Bdc shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Tcg Bdc
Tip: Access up to 7 years of quarterly data
All positions including Tcg Bdc held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Tcg Bdc by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $27k | 1.8k | 14.96 |
| 2023-09-30 | $22k | 1.5k | 14.50 |
| 2023-06-30 | $22k | 1.5k | 14.56 |
| 2023-03-31 | $20k | 1.5k | 13.62 |
| 2022-12-31 | $22k | 1.5k | 14.31 |
| 2022-09-30 | $17k | 1.5k | 11.33 |
| 2022-06-30 | $9.0k | 700 | 12.86 |