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Morton Brown Family Wealth’s Gladstone Investment Corp GAIN Stock Holding History

Morton Brown Family Wealth’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
2025
Q1 		– Sell
-52
Closed -$689 – 336
2024
Q4 		$689 Hold
52
– – ﹤0.01% 254
2024
Q3 		$751 Buy
+52
New +$700 ﹤0.01% 244

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DC
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Morton Brown Family Wealth's GAIN Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of Gladstone Investment Corp (GAIN) in Q1 2025, closing a stake of 52 shares — an estimated $689 sold.

Morton Brown Family Wealth first reported a position in GAIN in Q3 2024 and held it in 2 quarters. The position peaked at $751 in Q3 2024. 86 funds tracked by Wall St. Rank hold GAIN as of Q1 2025.

  • Morton Brown Family Wealth reported no remaining Gladstone Investment Corp position as of Q1 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 52 Gladstone Investment Corp shares in Q1 2025, an estimated $689.
  • Morton Brown Family Wealth first reported a position in Gladstone Investment Corp in Q3 2024 and held it in 2 quarters.
  • Morton Brown Family Wealth's Gladstone Investment Corp position peaked at $751 in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.