Envestnet Asset Management’s Gladstone Capital GLAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,551
| Closed | -$494K | – | 4340 |
|
|
2024
Q3 | $494K | Buy |
20,551
+4,709
| +30% | +$113K | ﹤0.01% | 3543 |
|
|
2024
Q2 | $369K | Buy |
+15,842
| New | +$369K | ﹤0.01% | 3613 |
|
|
2014
Q1 | – | Sell |
-500
| Closed | -$5K | – | 2590 |
|
|
2013
Q4 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 1990 |
|