Carolinas Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-74
| Closed | -$746 | – | 380 |
|
|
2025
Q1 | $746 | Hold |
74
| – | – | ﹤0.01% | 933 |
|
|
2024
Q4 | $714 | Hold |
74
| – | – | ﹤0.01% | 979 |
|
|
2024
Q3 | $811 | Hold |
74
| – | – | ﹤0.01% | 951 |
|
|
2024
Q2 | $709 | Hold |
74
| – | – | ﹤0.01% | 958 |
|
|
2024
Q1 | $758 | Hold |
74
| – | – | ﹤0.01% | 937 |
|
|
2023
Q4 | $690 | Hold |
74
| – | – | ﹤0.01% | 873 |
|
|
2023
Q3 | $590 | Hold |
74
| – | – | ﹤0.01% | 911 |
|
|
2023
Q2 | $737 | Hold |
74
| – | – | ﹤0.01% | 942 |
|
|
2023
Q1 | $747 | Hold |
74
| – | – | ﹤0.01% | 939 |
|
|
2022
Q4 | $761 | Hold |
74
| – | – | ﹤0.01% | 946 |
|
|
2022
Q3 | $1K | Hold |
74
| – | – | ﹤0.01% | 819 |
|
|
2022
Q2 | $1K | Hold |
74
| – | – | ﹤0.01% | 819 |
|
|
2022
Q1 | $1K | Hold |
74
| – | – | ﹤0.01% | 847 |
|
|
2021
Q4 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 884 |
|