Carson Wealth (CWM LLC)’s Gladstone Capital GLAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Buy |
+1,187
| New | +$32K | ﹤0.01% | 3610 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | – | – | 4268 |
|
|
2023
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4293 |
|
|
2022
Q2 | – | Sell |
-1,608
| Closed | -$38K | – | 3883 |
|
|
2022
Q1 | $38K | Sell |
1,608
-1,280
| -44% | -$30.2K | ﹤0.01% | 1725 |
|
|
2021
Q4 | $67K | Buy |
+2,888
| New | +$67K | ﹤0.01% | 1458 |
|