Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Gladstone Investment Corp GAIN Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q4 		– Sell
-3,285
Closed -$40K – 4067
2022
Q3 		$40K Hold
3,285
– – ﹤0.01% 1769
2022
Q2 		$46K Sell
3,285
-5,392
-62% -$81.2K ﹤0.01% 1662
2022
Q1 		$140K Sell
8,677
-9,944
-53% -$156K ﹤0.01% 1190
2021
Q4 		$318K Buy
+18,621
New +$297K ﹤0.01% 846

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Carson Wealth (CWM LLC)'s GAIN Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Gladstone Investment Corp (GAIN) in Q4 2022, closing a stake of 3,285 shares — an estimated $40K sold.

Carson Wealth (CWM LLC) first reported a position in GAIN in Q4 2021 and held it in 4 quarters. The position peaked at $318K in Q4 2021. 84 funds tracked by Wall St. Rank hold GAIN as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Gladstone Investment Corp position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,285 Gladstone Investment Corp shares in Q4 2022, an estimated $40K.
  • Carson Wealth (CWM LLC) first reported a position in Gladstone Investment Corp in Q4 2021 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Gladstone Investment Corp position peaked at $318K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.