Carson Wealth (CWM LLC)’s Gabelli Equity Trust GAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75K | Hold |
12,802
| – | – | ﹤0.01% | 2950 |
|
|
2025
Q1 | $71K | Sell |
12,802
-250
| -2% | -$1.39K | ﹤0.01% | 2693 |
|
|
2024
Q4 | $70K | Sell |
13,052
-250
| -2% | -$1.34K | ﹤0.01% | 2530 |
|
|
2024
Q3 | $73K | Sell |
13,302
-730
| -5% | -$4.01K | ﹤0.01% | 2397 |
|
|
2024
Q2 | $73K | Buy |
14,032
+730
| +5% | +$3.8K | ﹤0.01% | 2200 |
|
|
2024
Q1 | $73K | Buy |
13,302
+750
| +6% | +$4.12K | ﹤0.01% | 2063 |
|
|
2023
Q4 | $64K | Hold |
12,552
| – | – | ﹤0.01% | 2023 |
|
|
2023
Q3 | $64K | Hold |
12,552
| – | – | ﹤0.01% | 1921 |
|
|
2023
Q2 | $73K | Hold |
12,552
| – | – | ﹤0.01% | 1740 |
|
|
2023
Q1 | $72K | Hold |
12,552
| – | – | ﹤0.01% | 1666 |
|
|
2022
Q4 | $69K | Hold |
12,552
| – | – | ﹤0.01% | 1552 |
|
|
2022
Q3 | $69K | Hold |
12,552
| – | – | ﹤0.01% | 1504 |
|
|
2022
Q2 | $77K | Hold |
12,552
| – | – | ﹤0.01% | 1419 |
|
|
2022
Q1 | $87K | Hold |
12,552
| – | – | ﹤0.01% | 1378 |
|
|
2021
Q4 | $90K | Buy |
+12,552
| New | +$90K | ﹤0.01% | 1328 |
|
|
2021
Q2 | $87K | Sell |
12,552
-289
| -2% | -$2K | ﹤0.01% | 1184 |
|
|
2021
Q1 | $87K | Hold |
12,841
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q4 | $87K | Hold |
12,841
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q3 | $87K | Hold |
12,841
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q2 | $87K | Hold |
12,841
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q1 | $87K | Hold |
12,841
| – | – | ﹤0.01% | 1184 |
|
|
2019
Q4 | $87K | Hold |
12,841
| – | – | ﹤0.01% | 1184 |
|
|
2019
Q3 | $87K | Hold |
12,841
| – | – | ﹤0.01% | 1184 |
|
|
2019
Q2 | $87K | Hold |
12,841
| – | – | ﹤0.01% | 1184 |
|
|
2019
Q1 | $87K | Sell |
12,841
-4,797
| -27% | -$32.5K | ﹤0.01% | 1184 |
|
|
2018
Q4 | $88K | Buy |
+17,638
| New | +$88K | ﹤0.01% | 752 |
|