SDAM
Shulman DeMeo Asset Management’s Gladstone Capital GLAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-46,870
| Closed | -$503K | – | 131 |
|
|
2024
Q1 | $503K | Sell |
46,870
-134
| -0.3% | -$1.44K | 0.13% | 65 |
|
|
2023
Q4 | $503K | Sell |
47,004
-190
| -0.4% | -$2.03K | 0.14% | 63 |
|
|
2023
Q3 | $455K | Sell |
47,194
-4
| -0% | -$39 | 0.15% | 63 |
|
|
2023
Q2 | $461K | Sell |
47,198
-270
| -0.6% | -$2.64K | 0.14% | 63 |
|
|
2023
Q1 | $446K | Sell |
47,468
-205
| -0.4% | -$1.93K | 0.14% | 68 |
|
|
2022
Q4 | $459K | Sell |
47,673
-223
| -0.5% | -$2.15K | 0.15% | 67 |
|
|
2022
Q3 | $407K | Sell |
47,896
-208
| -0.4% | -$1.77K | 0.14% | 69 |
|
|
2022
Q2 | $485K | Sell |
48,104
-60
| -0.1% | -$605 | 0.16% | 60 |
|
|
2022
Q1 | $568K | Sell |
48,164
-310
| -0.6% | -$3.66K | 0.16% | 64 |
|
|
2021
Q4 | $562K | Sell |
48,474
-73
| -0.2% | -$846 | 0.15% | 65 |
|
|
2021
Q3 | $549K | Buy |
+48,547
| New | +$549K | 0.48% | 38 |
|
|
2021
Q2 | – | Sell |
-50,039
| Closed | -$496K | – | 90 |
|
|
2021
Q1 | $496K | Sell |
50,039
-4,835
| -9% | -$47.9K | 0.14% | 77 |
|
|
2020
Q4 | $486K | Sell |
54,874
-9,176
| -14% | -$81.3K | 0.14% | 72 |
|
|
2020
Q3 | $475K | Hold |
64,050
| – | – | 0.16% | 62 |
|
|
2020
Q2 | $468K | Sell |
64,050
-358
| -0.6% | -$2.62K | 0.18% | 58 |
|
|
2020
Q1 | $362K | Sell |
64,408
-3,910
| -6% | -$22K | 0.17% | 59 |
|
|
2019
Q4 | $678K | Sell |
68,318
-311
| -0.5% | -$3.09K | 0.24% | 47 |
|
|
2019
Q3 | $669K | Sell |
68,629
-99
| -0.1% | -$965 | 0.22% | 49 |
|
|
2019
Q2 | $645K | Sell |
68,728
-21
| -0% | -$197 | 0.24% | 45 |
|
|
2019
Q1 | $619K | Buy |
+68,749
| New | +$619K | 0.24% | 47 |
|