Number of Shares
301,719.00
Current Holdings Value*
$2.88 Mil
% of Portfolio
0.7%
Total Estimate Gain
$47,324.70
% of Total Estimate Gain
0.87%

Financial Gravity Asset Management, Inc.'s Barings BDC Inc Holding Summary

As of 2025-03-31, Financial Gravity Asset Management, Inc. held 301,719.00 shares of Barings BDC Inc(BBDC), totaling $2.88 Mil. This investment constitutes 0.7% of their stock portfolio, and Financial Gravity Asset Management, Inc. now holds 0.29% of the outstanding Barings BDC Inc(BBDC) stock.

The initial trade took place in 2022Q2. And since then Financial Gravity Asset Management, Inc. has made 5 purchases of BBDC, at an average price of $9.27, for a total of 589,667.00 shares. In addition, there have been 3 sales at an average price of $9.18 for 287,948.00 shares. Based on historical transaction data and BBDC's current price of $9.52, Financial Gravity Asset Management, Inc.'s estimated gain on his BBDC holdings is $47,324.70, reflecting a 0.87% gain to date.

Financial Gravity Asset Management, Inc. BBDC ($9.52) Holding Chart

Financial Gravity Asset Management, Inc. BBDC ($9.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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