Gladstone Institutional Advisory LLC Schwab Strategic Tr Us Emergin Transaction History

Gladstone Institutional Advisory LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 04, 2022	SELL	$25.61 - $30.82 $227,519 - $273,804	-8,884 Closed	0 $0
Q4 2021 Jan 27, 2023	SELL	$28.68 - $31.96 $10,124 - $11,281	-353 Reduced 3.82%	8,884 $263,000
Q4 2021 Feb 11, 2022	SELL	$28.68 - $31.96 $10,124 - $11,281	-353 Reduced 3.82%	8,884 $263,000
Q3 2021 Jan 27, 2023	SELL	$29.81 - $32.7 $83,080 - $91,134	-2,787 Reduced 23.18%	9,237 $282,000
Q3 2021 Nov 15, 2021	SELL	$29.81 - $32.7 $83,080 - $91,134	-2,787 Reduced 23.18%	9,237 $282,000
Q2 2021 Jan 27, 2023	SELL	$31.06 - $33.61 $38,141 - $41,273	-1,228 Reduced 9.27%	12,024 $395,000
Q2 2021 Aug 13, 2021	SELL	$31.06 - $33.61 $38,141 - $41,273	-1,228 Reduced 9.27%	12,024 $395,000
Q1 2021 Jan 27, 2023	BUY	$30.78 - $34.63 $407,896 - $458,916	13,252 New	13,252 $421,000
Q1 2021 May 17, 2021	BUY	$30.78 - $34.63 $407,896 - $458,916	13,252 New	13,252 $421,000
Q3 2020 Nov 16, 2020	SELL	$24.69 - $27.71 $2.83 Million - $3.18 Million	-114,801 Closed	0 $0
Q2 2020 Aug 17, 2020	SELL	$19.87 - $25.05 $1.56 Million - $1.96 Million	-78,363 Reduced 40.57%	114,801 $2.8 Million
Q1 2020 May 14, 2020	BUY	$18.68 - $28.22 $912,854 - $1.38 Million	48,868 Added 33.87%	193,164 $4 Million
Q4 2019 Feb 12, 2020	BUY	$24.83 - $27.51 $84,297 - $93,396	3,395 Added 2.41%	144,296 $3.95 Million
Q3 2019 Nov 13, 2019	BUY	$25.08 - $25.94 $114,264 - $118,182	4,556 Added 3.34%	140,901 $3.54 Million
Q2 2019 Aug 14, 2019	BUY	N/A	14,670 Added 12.06%	136,345 $3.58 Million
Q1 2019 May 10, 2019	BUY	N/A	121,675 New	121,675 $3.17 Million

780

141M

28.1K

200

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.