SWM
Selective Wealth Management’s Gladstone Investment Corp GAIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-350
| Closed | -$4K | – | 341 |
|
|
2022
Q3 | $4K | Hold |
350
| – | – | ﹤0.01% | 611 |
|
|
2022
Q2 | $5K | Hold |
350
| – | – | ﹤0.01% | 624 |
|
|
2022
Q1 | $6K | Hold |
350
| – | – | ﹤0.01% | 583 |
|
|
2021
Q4 | $6K | Hold |
350
| – | – | ﹤0.01% | 531 |
|
|
2021
Q3 | $5K | Hold |
350
| – | – | ﹤0.01% | 487 |
|
|
2021
Q2 | $5K | Hold |
350
| – | – | ﹤0.01% | 400 |
|
|
2021
Q1 | $4K | Hold |
350
| – | – | ﹤0.01% | 324 |
|
|
2020
Q4 | $4K | Hold |
350
| – | – | ﹤0.01% | 301 |
|
|
2020
Q3 | $3K | Hold |
350
| – | – | ﹤0.01% | 268 |
|
|
2020
Q2 | $4K | Hold |
350
| – | – | ﹤0.01% | 321 |
|
|
2020
Q1 | $3K | Hold |
350
| – | – | ﹤0.01% | 243 |
|
|
2019
Q4 | $5K | Hold |
350
| – | – | 0.01% | 218 |
|
|
2019
Q3 | $4K | Buy |
+350
| New | +$4K | 0.01% | 242 |
|
|
2018
Q3 | $4K | Buy |
+350
| New | +$4K | 0.05% | 124 |
|