PFGIA
GOOD

Patriot Financial Group Insurance Agency’s Gladstone Commercial Corp GOOD Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-200
Closed -$4K – 2191
2021
Q3 		$4K Hold
200
– – ﹤0.01% 1758
2021
Q2 		$5K Buy
+200
New +$4.28K ﹤0.01% 1653

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JP Morgan Chase
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GOOD Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Gladstone Commercial Corp (GOOD) in Q4 2021, closing a stake of 200 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in GOOD in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 151 funds tracked by Wall St. Rank hold GOOD as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Gladstone Commercial Corp position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Gladstone Commercial Corp shares in Q4 2021, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in Gladstone Commercial Corp in Q2 2021 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Gladstone Commercial Corp position peaked at $5K in Q2 2021.
  • 151 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.