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Sheaff Brock Investment Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Sheaff Brock Investment 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
2023
Q3 		– Sell
-13,500
Closed -$176K – 472
2023
Q2 		$176K Hold
13,500
– – 0.01% 433
2023
Q1 		$179K Buy
13,500
+2,200
+19% +$29.7K 0.02% 455
2022
Q4 		$146K Hold
11,300
– – 0.01% 444
2022
Q3 		$137K Hold
11,300
– – 0.01% 449
2022
Q2 		$159K Hold
11,300
– – 0.01% 447
2022
Q1 		$183K Buy
+11,300
New +$178K 0.01% 492

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Sheaff Brock Investment Advisors's GAIN Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of Gladstone Investment Corp (GAIN) in Q3 2023, closing a stake of 13,500 shares — an estimated $176K sold.

Sheaff Brock Investment Advisors first reported a position in GAIN in Q1 2022 and held it in 6 quarters. The position peaked at $183K in Q1 2022. 75 funds tracked by Wall St. Rank hold GAIN as of Q3 2023.

  • Sheaff Brock Investment Advisors reported no remaining Gladstone Investment Corp position as of Q3 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 13,500 Gladstone Investment Corp shares in Q3 2023, an estimated $176K.
  • Sheaff Brock Investment Advisors first reported a position in Gladstone Investment Corp in Q1 2022 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's Gladstone Investment Corp position peaked at $183K in Q1 2022.
  • 75 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.