Ancora Advisors’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6K | Sell |
1,550
-2,600
| -63% | -$24.6K | ﹤0.01% | 1286 |
|
|
2025
Q1 | $41.8K | Sell |
4,150
-1,000
| -19% | -$10.1K | ﹤0.01% | 1028 |
|
|
2024
Q4 | $49.6K | Buy |
5,150
+500
| +11% | +$4.82K | ﹤0.01% | 989 |
|
|
2024
Q3 | $50.9K | Hold |
4,650
| – | – | ﹤0.01% | 968 |
|
|
2024
Q2 | $44.5K | Sell |
4,650
-1,000
| -18% | -$9.58K | ﹤0.01% | 948 |
|
|
2024
Q1 | $57.9K | Hold |
5,650
| – | – | ﹤0.01% | 903 |
|
|
2023
Q4 | $52.7K | Hold |
5,650
| – | – | ﹤0.01% | 901 |
|
|
2023
Q3 | $48.5K | Hold |
5,650
| – | – | ﹤0.01% | 890 |
|
|
2023
Q2 | $56.3K | Hold |
5,650
| – | – | ﹤0.01% | 861 |
|
|
2023
Q1 | $57K | Sell |
5,650
-500
| -8% | -$5.05K | ﹤0.01% | 857 |
|
|
2022
Q4 | $63K | Hold |
6,150
| – | – | ﹤0.01% | 888 |
|
|
2022
Q3 | $58K | Hold |
6,150
| – | – | ﹤0.01% | 1005 |
|
|
2022
Q2 | $66K | Hold |
6,150
| – | – | ﹤0.01% | 1052 |
|
|
2022
Q1 | $79K | Sell |
6,150
-240
| -4% | -$3.08K | ﹤0.01% | 1079 |
|
|
2021
Q4 | $87K | Hold |
6,390
| – | – | ﹤0.01% | 1069 |
|
|
2021
Q3 | $84K | Hold |
6,390
| – | – | ﹤0.01% | 1007 |
|
|
2021
Q2 | $86K | Sell |
6,390
-500
| -7% | -$6.73K | ﹤0.01% | 932 |
|
|
2021
Q1 | $86K | Sell |
6,890
-21,534
| -76% | -$269K | ﹤0.01% | 903 |
|
|
2020
Q4 | $340K | Hold |
28,424
| – | – | 0.01% | 522 |
|
|
2020
Q3 | $293K | Hold |
28,424
| – | – | 0.01% | 520 |
|
|
2020
Q2 | $285K | Sell |
28,424
-450
| -2% | -$4.51K | 0.01% | 527 |
|
|
2020
Q1 | $250K | Sell |
28,874
-5,000
| -15% | -$43.3K | 0.01% | 581 |
|
|
2019
Q4 | $390K | Sell |
33,874
-500
| -1% | -$5.76K | 0.01% | 535 |
|
|
2019
Q3 | $358K | Hold |
34,374
| – | – | 0.02% | 502 |
|
|
2019
Q2 | $362K | Sell |
34,374
-32,700
| -49% | -$344K | 0.02% | 476 |
|
|
2019
Q1 | $705K | Sell |
67,074
-23,000
| -26% | -$242K | 0.03% | 359 |
|
|
2018
Q4 | $833K | Sell |
90,074
-33,566
| -27% | -$310K | 0.04% | 318 |
|
|
2018
Q3 | $1.36M | Sell |
123,640
-23,325
| -16% | -$257K | 0.05% | 301 |
|
|
2018
Q2 | $1.47M | Sell |
146,965
-17,782
| -11% | -$178K | 0.06% | 272 |
|
|
2018
Q1 | $1.57M | Sell |
164,747
-571
| -0.3% | -$5.42K | 0.07% | 261 |
|
|
2017
Q4 | $1.71M | Buy |
165,318
+10,231
| +7% | +$106K | 0.09% | 224 |
|
|
2017
Q3 | $1.57M | Buy |
155,087
+6,806
| +5% | +$68.8K | 0.09% | 242 |
|
|
2017
Q2 | $1.61M | Buy |
148,281
+6,825
| +5% | +$74K | 0.1% | 232 |
|
|
2017
Q1 | $1.41M | Buy |
141,456
+71,318
| +102% | +$712K | 0.1% | 250 |
|
|
2016
Q4 | $662K | Buy |
+70,138
| New | +$662K | 0.05% | 359 |
|