Avior Wealth Management’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
Q4 | – | Sell |
-144
| Closed | -$1.24K | – | 1598 |
|
|
2023
Q3 | $1.24K | Hold |
144
| – | – | ﹤0.01% | 1428 |
|
|
2023
Q2 | $1.44K | Hold |
144
| – | – | ﹤0.01% | 1383 |
|
|
2023
Q1 | $1.46K | Hold |
144
| – | – | ﹤0.01% | 1426 |
|
|
2022
Q4 | $1.49K | Hold |
144
| – | – | ﹤0.01% | 1077 |
|
|
2022
Q3 | $1K | Buy |
+144
| New | +$1K | ﹤0.01% | 1084 |
|
|
2021
Q1 | – | Sell |
-352
| Closed | -$4K | – | 1069 |
|
|
2020
Q4 | $4K | Hold |
352
| – | – | ﹤0.01% | 808 |
|
|
2020
Q3 | $3K | Sell |
352
-448
| -56% | -$3.82K | ﹤0.01% | 788 |
|
|
2020
Q2 | $8K | Hold |
800
| – | – | ﹤0.01% | 691 |
|
|
2020
Q1 | $6K | Buy |
+800
| New | +$6K | ﹤0.01% | 620 |
|