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Willingdon Wealth Management’s Gladstone Investment Corp GAIN Stock Holding History

Willingdon Wealth Management’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
2019
Q2 		– Sell
-900
Closed -$10K – 326
2019
Q1 		$10K Buy
+900
New +$10.1K ﹤0.01% 240

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Willingdon Wealth Management's GAIN Position: Q2 2019 in Review

Willingdon Wealth Management sold out of Gladstone Investment Corp (GAIN) in Q2 2019, closing a stake of 900 shares — an estimated $10K sold.

Willingdon Wealth Management first reported a position in GAIN in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 60 funds tracked by Wall St. Rank hold GAIN as of Q2 2019.

  • Willingdon Wealth Management reported no remaining Gladstone Investment Corp position as of Q2 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 900 Gladstone Investment Corp shares in Q2 2019, an estimated $10K.
  • Willingdon Wealth Management first reported a position in Gladstone Investment Corp in Q1 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Gladstone Investment Corp position peaked at $10K in Q1 2019.
  • 60 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2019.

Based on Willingdon Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.