Bartlett & Co Wealth Management’s Gabelli Equity Trust GAB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.25K | Hold |
902
| – | – | ﹤0.01% | 993 |
|
2025
Q1 | $4.97K | Hold |
902
| – | – | ﹤0.01% | 989 |
|
2024
Q4 | $4.85K | Buy |
+902
| New | +$4.85K | ﹤0.01% | 977 |
|
2020
Q3 | – | Sell |
-10,162
| Closed | -$50K | – | 856 |
|
2020
Q2 | $50K | Hold |
10,162
| – | – | ﹤0.01% | 500 |
|
2020
Q1 | $43.2K | Hold |
10,162
| – | – | ﹤0.01% | 487 |
|
2019
Q4 | $60.5K | Hold |
10,162
| – | – | ﹤0.01% | 496 |
|
2019
Q3 | $59.4K | Hold |
10,162
| – | – | ﹤0.01% | 497 |
|
2019
Q2 | $61.4K | Buy |
+10,162
| New | +$61.4K | ﹤0.01% | 407 |
|