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Money Concepts Capital’s Gladstone Investment Corp GAIN Stock Holding History

Money Concepts Capital’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-450
Closed -$5.81K – 1426
2022
Q4 		$5.81K Buy
+450
New +$5.93K ﹤0.01% 2279
2022
Q2 		– Sell
-450
Closed -$7K – 1892
2022
Q1 		$7K Buy
+450
New +$7.08K ﹤0.01% 2070

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DC
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Legal & General Group
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OF
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Money Concepts Capital's GAIN Position: Q1 2023 in Review

Money Concepts Capital sold out of Gladstone Investment Corp (GAIN) in Q1 2023, closing a stake of 450 shares — an estimated $5.81K sold.

Money Concepts Capital first reported a position in GAIN in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 77 funds tracked by Wall St. Rank hold GAIN as of Q1 2023.

  • Money Concepts Capital reported no remaining Gladstone Investment Corp position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 450 Gladstone Investment Corp shares in Q1 2023, an estimated $5.81K.
  • Money Concepts Capital first reported a position in Gladstone Investment Corp in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Gladstone Investment Corp position peaked at $7K in Q1 2022.
  • 77 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.