WFG Advisors’s Gladstone Investment Corp GAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $573K | Buy |
60,928
+30,102
| +98% | +$283K | 0.13% | 185 |
|
|
2017
Q1 | $280K | Sell |
30,826
-11,952
| -28% | -$109K | 0.07% | 270 |
|
|
2016
Q4 | $362K | Buy |
42,778
+340
| +0.8% | +$2.88K | 0.09% | 250 |
|
|
2016
Q3 | $377K | Buy |
42,438
+41,088
| +3,044% | +$365K | 0.09% | 220 |
|
|
2016
Q2 | $10K | Hold |
1,350
| – | – | ﹤0.01% | 1090 |
|
|
2016
Q1 | $9K | Hold |
1,350
| – | – | ﹤0.01% | 1071 |
|
|
2015
Q4 | $10K | Hold |
1,350
| – | – | ﹤0.01% | 1073 |
|
|
2015
Q3 | $10K | Hold |
1,350
| – | – | ﹤0.01% | 1084 |
|
|
2015
Q2 | $11K | Hold |
1,350
| – | – | ﹤0.01% | 1156 |
|
|
2015
Q1 | $10K | Hold |
1,350
| – | – | ﹤0.01% | 1197 |
|
|
2014
Q4 | $9K | Hold |
1,350
| – | – | ﹤0.01% | 1485 |
|
|
2014
Q3 | $10K | Hold |
1,350
| – | – | ﹤0.01% | 1482 |
|
|
2014
Q2 | $10K | Hold |
1,350
| – | – | ﹤0.01% | 1471 |
|
|
2014
Q1 | $11K | Hold |
1,350
| – | – | ﹤0.01% | 1431 |
|
|
2013
Q4 | $11K | Hold |
1,350
| – | – | ﹤0.01% | 1544 |
|
|
2013
Q3 | $10K | Buy |
+1,350
| New | +$10K | ﹤0.01% | 1514 |
|