MAM
McCarthy Asset Management’s Gladstone Capital GLAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-637
| Closed | -$7K | – | 337 |
|
|
2021
Q3 | $7K | Buy |
637
+11
| +2% | +$121 | 0.01% | 185 |
|
|
2021
Q2 | $7K | Buy |
626
+11
| +2% | +$123 | 0.01% | 222 |
|
|
2021
Q1 | $6K | Buy |
615
+8
| +1% | +$78 | ﹤0.01% | 202 |
|
|
2020
Q4 | $5K | Buy |
+607
| New | +$5K | ﹤0.01% | 193 |
|