Gladstone Institutional Advisory LLC Schwab Strategic Tr 1000 Index Transaction History

Gladstone Institutional Advisory LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$30.53 - $35.25 $705,487 - $814,557	-23,108 Closed	0 $0
Q2 2020 Aug 17, 2020	SELL	$23.93 - $31.78 $255,715 - $339,601	-10,686 Reduced 31.62%	23,108 $701,000
Q1 2020 May 14, 2020	BUY	$21.7 - $33.28 $433,522 - $664,867	19,978 Added 144.6%	33,794 $847,000
Q4 2019 Feb 12, 2020	SELL	$28.33 - $31.69 $4,079 - $4,563	-144 Reduced 1.03%	13,816 $436,000
Q3 2019 Nov 13, 2019	SELL	$29.04 - $29.62 $12,893 - $13,151	-444 Reduced 3.08%	13,960 $407,000
Q2 2019 Aug 14, 2019	BUY	N/A	1,365 Added 10.47%	14,404 $416,000
Q1 2019 May 10, 2019	BUY	N/A	13,039 New	13,039 $363,000

180

39.4M

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.