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Monograph Wealth Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Monograph Wealth Advisors’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
2024
Q2 		– Sell
-10,000
Closed -$142K – 133
2024
Q1 		$142K Buy
+10,000
New +$142K 0.02% 150

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Monograph Wealth Advisors's GAIN Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Gladstone Investment Corp (GAIN) in Q2 2024, closing a stake of 10,000 shares — an estimated $142K sold.

Monograph Wealth Advisors first reported a position in GAIN in Q1 2024 and held it in 1 quarter. The position peaked at $142K in Q1 2024. 85 funds tracked by Wall St. Rank hold GAIN as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining Gladstone Investment Corp position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 10,000 Gladstone Investment Corp shares in Q2 2024, an estimated $142K.
  • Monograph Wealth Advisors first reported a position in Gladstone Investment Corp in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's Gladstone Investment Corp position peaked at $142K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.