Gladstone Institutional Advisory LLC Schwab Strategic U.S. Mid Cap Transaction History

Gladstone Institutional Advisory LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$51.99 - $58.83 $421,222 - $476,640	-8,102 Closed	0 $0
Q2 2020 Aug 17, 2020	SELL	$39.01 - $57.03 $688,448 - $1.01 Million	-17,648 Reduced 68.54%	8,102 $426,000
Q1 2020 May 14, 2020	BUY	$35.83 - $62.24 $42,243 - $73,380	1,179 Added 4.8%	25,750 $1.09 Million
Q4 2019 Feb 12, 2020	BUY	$54.56 - $60.24 $59,906 - $66,143	1,098 Added 4.68%	24,571 $1.48 Million
Q3 2019 Nov 13, 2019	SELL	$56.23 - $57.59 $99,302 - $101,703	-1,766 Reduced 7.0%	23,473 $1.33 Million
Q2 2019 Aug 14, 2019	BUY	N/A	2,007 Added 8.64%	25,239 $1.44 Million
Q1 2019 May 10, 2019	BUY	N/A	23,232 New	23,232 $1.29 Million

924

95.3M

6.2K

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