B. Riley Wealth Advisors’s Gladstone Capital GLAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11,014
| Closed | -$199K | – | 828 |
|
|
2019
Q2 | $199K | Sell |
11,014
-425
| -4% | -$7.68K | 0.02% | 719 |
|
|
2019
Q1 | $168K | Hold |
11,439
| – | – | 0.02% | 670 |
|
|
2018
Q4 | $168K | Sell |
11,439
-734
| -6% | -$10.8K | 0.02% | 590 |
|
|
2018
Q3 | $231K | Buy |
12,173
+185
| +2% | +$3.51K | 0.03% | 596 |
|
|
2018
Q2 | $216K | Buy |
11,988
+4,857
| +68% | +$87.5K | 0.03% | 587 |
|
|
2018
Q1 | $123K | Buy |
+7,131
| New | +$123K | 0.02% | 621 |
|