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GIA
BSDE
Gladstone Institutional Advisory’s
Invesco BulletShares 2024 USD Emerging Markets Debt ETF
BSDE
Stock Holding History
Gladstone Institutional Advisory’s Portfolio
BSDE Stock Details
BSDE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-11,280
Closed
-$271K
–
725
2022
Q4
$271K
Sell
11,280
-3,610
-24%
-$86.4K
0.02%
524
2022
Q3
$354K
Buy
14,890
+5,321
+56%
+$128K
0.03%
458
2022
Q2
$232K
Sell
9,569
-5,681
-37%
-$140K
0.02%
569
2022
Q1
$382K
Sell
15,250
-1,155
-7%
-$29.3K
0.03%
492
2021
Q4
$423K
Buy
+16,405
New
+$425K
0.03%
416
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13.51%
1-Year Est. Return
TRCT
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$3.85B AUM
32.11%
1-Year Est. Return
NSG
Nalls Sherbakoff Group
Knoxville, Tennessee
$139M AUM
21.16%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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