Axxcess Wealth Management’s Gladstone Capital GLAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,754
| Closed | -$301K | – | 631 |
|
|
2022
Q3 | $301K | Sell |
17,754
-1,072
| -6% | -$18.2K | 0.03% | 398 |
|
|
2022
Q2 | $380K | Buy |
18,826
+6,644
| +55% | +$134K | 0.04% | 351 |
|
|
2022
Q1 | $287K | Hold |
12,182
| – | – | 0.02% | 480 |
|
|
2021
Q4 | $282K | Buy |
+12,182
| New | +$282K | 0.02% | 486 |
|