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Cape Investment Advisory’s Gladstone Investment Corp GAIN Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-749
Closed -$10.6K – 1017
2023
Q4 		$10.6K Buy
+749
New +$10.3K 0.01% 640

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Cape Investment Advisory's GAIN Position: Q1 2024 in Review

Cape Investment Advisory sold out of Gladstone Investment Corp (GAIN) in Q1 2024, closing a stake of 749 shares — an estimated $10.6K sold.

Cape Investment Advisory first reported a position in GAIN in Q4 2023 and held it in 1 quarter. The position peaked at $10.6K in Q4 2023. 81 funds tracked by Wall St. Rank hold GAIN as of Q1 2024.

  • Cape Investment Advisory reported no remaining Gladstone Investment Corp position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 749 Gladstone Investment Corp shares in Q1 2024, an estimated $10.6K.
  • Cape Investment Advisory first reported a position in Gladstone Investment Corp in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Gladstone Investment Corp position peaked at $10.6K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.