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Curi Wealth Management’s Gladstone Investment Corp GAIN Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-100
Closed -$1K – 384
2022
Q2 		$1K Buy
+100
New +$1.5K ﹤0.01% 562

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Curi Wealth Management's GAIN Position: Q3 2022 in Review

Curi Wealth Management sold out of Gladstone Investment Corp (GAIN) in Q3 2022, closing a stake of 100 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in GAIN in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 77 funds tracked by Wall St. Rank hold GAIN as of Q3 2022.

  • Curi Wealth Management reported no remaining Gladstone Investment Corp position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 100 Gladstone Investment Corp shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Gladstone Investment Corp in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Gladstone Investment Corp position peaked at $1K in Q2 2022.
  • 77 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.