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Principle Wealth Partners’s Gladstone Investment Corp GAIN Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-1,640
Closed -$17K – 258
2020
Q2 		$17K Buy
+1,640
New +$16.8K 0.01% 365

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Principle Wealth Partners's GAIN Position: Q3 2020 in Review

Principle Wealth Partners sold out of Gladstone Investment Corp (GAIN) in Q3 2020, closing a stake of 1,640 shares — an estimated $17K sold.

Principle Wealth Partners first reported a position in GAIN in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 68 funds tracked by Wall St. Rank hold GAIN as of Q3 2020.

  • Principle Wealth Partners reported no remaining Gladstone Investment Corp position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,640 Gladstone Investment Corp shares in Q3 2020, an estimated $17K.
  • Principle Wealth Partners first reported a position in Gladstone Investment Corp in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Gladstone Investment Corp position peaked at $17K in Q2 2020.
  • 68 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.