9258 Wealth Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $528K | Buy |
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|
2024
Q2 | $460K | Sell |
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|
2024
Q1 | $589K | Buy |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $597K | Sell |
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|
2023
Q1 | $606K | Buy |
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|
2022
Q4 | $616K | Sell |
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|
2022
Q3 | $649K | Sell |
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|
2022
Q2 | $751K | Sell |
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|
2022
Q1 | $927K | Buy |
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|
2021
Q4 | $974K | Buy |
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|
2021
Q3 | $939K | Sell |
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|
2021
Q2 | $972K | Sell |
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|
2021
Q1 | $954K | Sell |
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|
2020
Q4 | $971K | Sell |
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|
2020
Q3 | $871K | Sell |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $988K | Sell |
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|
2019
Q4 | $1.22M | Sell |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.29M | Sell |
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|
2018
Q4 | $1.15M | Buy |
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