Gladstone Institutional Advisory’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-41,760
| Closed | -$1.56M | – | 704 |
|
|
2024
Q1 | $1.56M | Buy |
41,760
+594
| +1% | +$22.2K | 0.09% | 249 |
|
|
2023
Q4 | $1.48M | Sell |
41,166
-2,838
| -6% | -$102K | 0.08% | 235 |
|
|
2023
Q3 | $1.37M | Buy |
44,004
+6,039
| +16% | +$188K | 0.09% | 231 |
|
|
2023
Q2 | $1.23M | Buy |
37,965
+11,045
| +41% | +$358K | 0.08% | 246 |
|
|
2023
Q1 | $854K | Buy |
+26,920
| New | +$854K | 0.06% | 316 |
|