WFG Advisors’s Gladstone Capital GLAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $118K | Sell |
5,990
-403
| -6% | -$7.94K | 0.03% | 493 |
|
|
2017
Q1 | $121K | Buy |
6,393
+164
| +3% | +$3.1K | 0.03% | 442 |
|
|
2016
Q4 | $117K | Sell |
6,229
-961
| -13% | -$18.1K | 0.03% | 484 |
|
|
2016
Q3 | $117K | Sell |
7,190
-695
| -9% | -$11.3K | 0.03% | 482 |
|
|
2016
Q2 | $114K | Sell |
7,885
-3,883
| -33% | -$56.1K | 0.03% | 469 |
|
|
2016
Q1 | $175K | Sell |
11,768
-1,248
| -10% | -$18.6K | 0.05% | 331 |
|
|
2015
Q4 | $190K | Buy |
13,016
+625
| +5% | +$9.12K | 0.06% | 299 |
|
|
2015
Q3 | $201K | Sell |
12,391
-1,308
| -10% | -$21.2K | 0.06% | 288 |
|
|
2015
Q2 | $216K | Sell |
13,699
-905
| -6% | -$14.3K | 0.06% | 322 |
|
|
2015
Q1 | $257K | Buy |
14,604
+59
| +0.4% | +$1.04K | 0.07% | 289 |
|
|
2014
Q4 | $241K | Sell |
14,545
-509
| -3% | -$8.43K | 0.05% | 373 |
|
|
2014
Q3 | $264K | Buy |
15,054
+1,050
| +7% | +$18.4K | 0.05% | 385 |
|
|
2014
Q2 | $282K | Buy |
14,004
+7,401
| +112% | +$149K | 0.05% | 367 |
|
|
2014
Q1 | $133K | Sell |
6,603
-1,151
| -15% | -$23.2K | 0.03% | 543 |
|
|
2013
Q4 | $148K | Buy |
7,754
+5,747
| +286% | +$110K | 0.02% | 605 |
|
|
2013
Q3 | $35K | Buy |
2,007
+832
| +71% | +$14.5K | 0.01% | 1063 |
|
|
2013
Q2 | $19K | Buy |
+1,175
| New | +$19K | ﹤0.01% | 1225 |
|