Advocacy Wealth Management Services’s Gladstone Capital GLAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-750
| Closed | -$14K | – | 229 |
|
|
2017
Q3 | $14K | Hold |
750
| – | – | 0.01% | 159 |
|
|
2017
Q2 | $15K | Hold |
750
| – | – | 0.01% | 158 |
|
|
2017
Q1 | $14K | Hold |
750
| – | – | ﹤0.01% | 176 |
|
|
2016
Q4 | $14K | Buy |
750
+50
| +7% | +$933 | ﹤0.01% | 168 |
|
|
2016
Q3 | $11K | Hold |
700
| – | – | ﹤0.01% | 258 |
|
|
2016
Q2 | $10K | Sell |
700
-675
| -49% | -$9.64K | 0.01% | 294 |
|
|
2016
Q1 | $20K | Sell |
1,375
-975
| -41% | -$14.2K | 0.01% | 294 |
|
|
2015
Q4 | $34K | Buy |
+2,350
| New | +$34K | 0.04% | 200 |
|
|
2013
Q3 | – | Sell |
-3,325
| Closed | -$54K | – | 294 |
|
|
2013
Q2 | $54K | Buy |
+3,325
| New | +$54K | 0.22% | 85 |
|