Atria Wealth Solutions’s Gladstone Capital GLAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,389
| Closed | -$300K | – | 1896 |
|
|
2023
Q2 | $300K | Buy |
15,389
+8,281
| +117% | +$162K | ﹤0.01% | 1434 |
|
|
2023
Q1 | $134K | Sell |
7,108
-945
| -12% | -$17.8K | ﹤0.01% | 1722 |
|
|
2022
Q4 | $155K | Sell |
8,053
-252
| -3% | -$4.85K | ﹤0.01% | 1645 |
|
|
2022
Q3 | $141K | Sell |
8,305
-477
| -5% | -$8.1K | ﹤0.01% | 1593 |
|
|
2022
Q2 | $177K | Sell |
8,782
-1,389
| -14% | -$28K | ﹤0.01% | 1450 |
|
|
2022
Q1 | $240K | Buy |
+10,171
| New | +$240K | ﹤0.01% | 1451 |
|