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Bullock Wealth Management’s Gladstone Investment Corp GAIN Stock Holding History

Bullock Wealth Management’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$7.33K – 609
2024
Q3 		$7.33K Buy
+500
New +$6.73K ﹤0.01% 407

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Bullock Wealth Management's GAIN Position: Q4 2024 in Review

Bullock Wealth Management sold out of Gladstone Investment Corp (GAIN) in Q4 2024, closing a stake of 500 shares — an estimated $7.33K sold.

Bullock Wealth Management first reported a position in GAIN in Q3 2024 and held it in 1 quarter. The position peaked at $7.33K in Q3 2024. 85 funds tracked by Wall St. Rank hold GAIN as of Q4 2024.

  • Bullock Wealth Management reported no remaining Gladstone Investment Corp position as of Q4 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 500 Gladstone Investment Corp shares in Q4 2024, an estimated $7.33K.
  • Bullock Wealth Management first reported a position in Gladstone Investment Corp in Q3 2024 and held it in 1 quarter.
  • Bullock Wealth Management's Gladstone Investment Corp position peaked at $7.33K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q4 2024.

Based on Bullock Wealth Management's 13F filing for Q4 2024, filed 24 Sep 2026.