Atwood & Palmer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,700
| Closed | -$38K | – | 384 |
|
|
2022
Q4 | $38K | Hold |
3,700
| – | – | ﹤0.01% | 228 |
|
|
2022
Q3 | $35K | Hold |
3,700
| – | – | ﹤0.01% | 221 |
|
|
2022
Q2 | $40K | Hold |
3,700
| – | – | ﹤0.01% | 228 |
|
|
2022
Q1 | $47K | Hold |
3,700
| – | – | ﹤0.01% | 229 |
|
|
2021
Q4 | $50K | Buy |
+3,700
| New | +$50K | ﹤0.01% | 231 |
|