Gladstone Institutional Advisory LLC Schwab Strategic U.S. Reit ETF Transaction History

Gladstone Institutional Advisory LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 15, 2021	SELL	N/A	-4,368 Closed	0 $0
Q2 2021 Jan 27, 2023	SELL	N/A	-771 Reduced 15.0%	4,368 $200,000
Q2 2021 Aug 13, 2021	SELL	N/A	-771 Reduced 15.0%	4,368 $200,000
Q1 2021 Jan 27, 2023	BUY	N/A	5,139 New	5,139 $211,000
Q1 2021 May 17, 2021	BUY	N/A	5,139 New	5,139 $211,000

Q3 2020 Nov 16, 2020	SELL	N/A	-70,210 Closed	0 $0
Q2 2020 Aug 17, 2020	SELL	N/A	-44,745 Reduced 38.92%	70,210 $2.47 Million
Q1 2020 May 14, 2020	BUY	N/A	28,592 Added 33.11%	114,955 $3.76 Million
Q4 2019 Feb 12, 2020	BUY	N/A	1,293 Added 1.52%	86,363 $3.97 Million
Q3 2019 Nov 13, 2019	BUY	N/A	1,861 Added 2.24%	85,070 $4.01 Million
Q2 2019 Aug 14, 2019	BUY	N/A	11,368 Added 15.82%	83,209 $3.7 Million
Q1 2019 May 10, 2019	BUY	N/A	71,841 New	71,841 $3.19 Million

504

248M

36K

1.6K

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