BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $53.4K | Hold |
5,359
| – | – | 0.01% | 422 |
|
|
2023
Q1 | $54.1K | Sell |
5,359
-523
| -9% | -$5.28K | 0.01% | 414 |
|
|
2022
Q4 | $60.5K | Sell |
5,882
-334
| -5% | -$3.43K | 0.01% | 387 |
|
|
2022
Q3 | $59K | Hold |
6,216
| – | – | 0.01% | 383 |
|
|
2022
Q2 | $67K | Hold |
6,216
| – | – | 0.01% | 375 |
|
|
2022
Q1 | $80K | Sell |
6,216
-6,990
| -53% | -$90K | 0.01% | 362 |
|
|
2021
Q4 | $179K | Sell |
13,206
-1,807
| -12% | -$24.5K | 0.02% | 292 |
|
|
2021
Q3 | $198K | Sell |
15,013
-3,193
| -18% | -$42.1K | 0.02% | 281 |
|
|
2021
Q2 | $246K | Hold |
18,206
| – | – | 0.03% | 261 |
|
|
2021
Q1 | $227K | Buy |
+18,206
| New | +$227K | 0.03% | 268 |
|