CWM
GOOD

Castle Wealth Management’s Gladstone Commercial Corp GOOD Stock Holding History

Castle Wealth Management’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-690
Closed -$11K – 317
2022
Q3 		$11K Hold
690
– – 0.01% 405
2022
Q2 		$13K Buy
+690
New +$14K 0.01% 365

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Castle Wealth Management's GOOD Position: Q4 2022 in Review

Castle Wealth Management sold out of Gladstone Commercial Corp (GOOD) in Q4 2022, closing a stake of 690 shares — an estimated $11K sold.

Castle Wealth Management first reported a position in GOOD in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q2 2022. 151 funds tracked by Wall St. Rank hold GOOD as of Q4 2022.

  • Castle Wealth Management reported no remaining Gladstone Commercial Corp position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 690 Gladstone Commercial Corp shares in Q4 2022, an estimated $11K.
  • Castle Wealth Management first reported a position in Gladstone Commercial Corp in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Gladstone Commercial Corp position peaked at $13K in Q2 2022.
  • 151 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.