United Capital Financial Advisors’s Gladstone Capital GLAD Stock Holding History

United Capital Financial Advisors’s Portfolio GLAD Stock Details GLAD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$299K	Hold
2023 Q2	$303K	Hold
2023 Q1	$291K	Sell
2022 Q4	$327K	Hold
2022 Q3	$289K	Sell
2022 Q2	$373K	Hold
2022 Q1	$436K	Hold
2021 Q4	$429K	Sell
2021 Q3	$429K	Sell
2021 Q2	$560K	Sell
2021 Q1	$487K	Sell
2020 Q4	$501K	Sell
2020 Q3	$463K	Sell
2020 Q2	$479K	Sell
2020 Q1	$1.36M	Buy
2019 Q4	$452K	Sell
2019 Q3	$775K	Hold
2019 Q2	$746K	Sell
2019 Q1	$721K	Hold
2018 Q4	$584K	Buy
2018 Q3	$732K	Hold
2018 Q2	$693K	Hold
2018 Q1	$662K	Sell
2017 Q4	$769K	Hold
2017 Q3	$784K	Sell
2017 Q2	$850K	Sell
2017 Q1	$917K	Sell
2016 Q4	$964K	Sell
2016 Q3	$1.61M	Sell
2016 Q2	$1.41M	Sell
2016 Q1	$1.53M	Sell
2015 Q4	$1.6M	Sell
2015 Q3	$1.93M	Sell
2015 Q2	$1.94M	Buy
2015 Q1	$2.14M	Hold
2014 Q4	$2.01M	Buy
2014 Q3	$1.73M	Sell
2014 Q2	$1.97M	Buy
2014 Q1	$1.81M	Buy
2013 Q4	$1.65M	Buy
2013 Q3	–	Sell
2013 Q2	$1.39M	Buy