BerganKDV Wealth Management’s Gabelli Equity Trust GAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.62M | Buy |
|
|||||
|
2023
Q1 | $3.57M | Hold |
|
|||||
|
2022
Q4 | $3.41M | Hold |
|
|||||
|
2022
Q3 | $3.42M | Hold |
|
|||||
|
2022
Q2 | $3.8M | Hold |
|
|||||
|
2022
Q1 | $4.31M | Hold |
|
|||||
|
2021
Q4 | $4.48M | Hold |
|
|||||
|
2021
Q3 | $4.14M | Sell |
|
|||||
|
2021
Q2 | $5.04M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $106K | Sell |
|
|||||
|
2017
Q3 | $111K | Hold |
|
|||||
|
2017
Q2 | $106K | Hold |
|
|||||
|
2017
Q1 | $102K | Hold |
|
|||||
|
2016
Q4 | $94K | Hold |
|
|||||
|
2016
Q3 | $96K | Hold |
|
|||||
|
2016
Q2 | $94K | Sell |
|
|||||
|
2016
Q1 | $93K | Buy |
|