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Carolinas Wealth Consulting’s Gladstone Investment Corp GAIN Stock Holding History

Carolinas Wealth Consulting’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
-4,100
Closed -$57.9K – 1091
2023
Q4 		$57.9K Hold
4,100
– – 0.01% 313
2023
Q3 		$54.9K Hold
4,100
– – 0.01% 305
2023
Q2 		$53.5K Hold
4,100
– – 0.01% 333
2023
Q1 		$54.3K Hold
4,100
– – 0.01% 345
2022
Q4 		$52.9K Hold
4,100
– – 0.01% 350
2022
Q3 		$50K Hold
4,100
– – 0.01% 322
2022
Q2 		$58K Hold
4,100
– – 0.01% 308
2022
Q1 		$66K Hold
4,100
– – 0.01% 313
2021
Q4 		$70K Hold
4,100
– – 0.02% 313
2021
Q3 		$57K Hold
4,100
– – 0.01% 324
2021
Q2 		$59K Hold
4,100
– – 0.01% 340
2021
Q1 		$50K Hold
4,100
– – 0.01% 359
2020
Q4 		$41K Buy
+4,100
New +$39K 0.01% 369

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Carolinas Wealth Consulting's GAIN Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Gladstone Investment Corp (GAIN) in Q1 2024, closing a stake of 4,100 shares — an estimated $57.9K sold.

Carolinas Wealth Consulting first reported a position in GAIN in Q4 2020 and held it in 13 quarters. The position peaked at $70K in Q4 2021. 81 funds tracked by Wall St. Rank hold GAIN as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Gladstone Investment Corp position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4,100 Gladstone Investment Corp shares in Q1 2024, an estimated $57.9K.
  • Carolinas Wealth Consulting first reported a position in Gladstone Investment Corp in Q4 2020 and held it in 13 quarters.
  • Carolinas Wealth Consulting's Gladstone Investment Corp position peaked at $70K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.