Gladstone Institutional Advisory’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$674K Buy
7,541
+65
+0.9% +$5.81K 0.03% 423
2025
Q1
$567K Sell
7,476
-38,801
-84% -$2.94M 0.03% 439
2024
Q4
$3.58M Buy
46,277
+2,400
+5% +$186K 0.17% 145
2024
Q3
$3.2M Buy
43,877
+38,427
+705% +$2.81M 0.16% 159
2024
Q2
$328K Buy
5,450
+914
+20% +$55.1K 0.02% 518
2024
Q1
$286K Buy
4,536
+767
+20% +$48.4K 0.02% 538
2023
Q4
$219K Buy
+3,769
New +$219K 0.01% 606
2023
Q1
Sell
-3,264
Closed -$200K 698
2022
Q4
$200K Sell
3,264
-484
-13% -$29.7K 0.01% 605
2022
Q3
$212K Buy
+3,748
New +$212K 0.02% 571