Carson Wealth (CWM LLC)’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Hold |
850
| – | – | ﹤0.01% | 4392 |
|
|
2025
Q1 | $9K | Hold |
850
| – | – | ﹤0.01% | 4150 |
|
|
2024
Q4 | $8K | Hold |
850
| – | – | ﹤0.01% | 3988 |
|
|
2024
Q3 | $9K | Hold |
850
| – | – | ﹤0.01% | 3826 |
|
|
2024
Q2 | $8K | Hold |
850
| – | – | ﹤0.01% | 3660 |
|
|
2024
Q1 | $9K | Hold |
850
| – | – | ﹤0.01% | 3392 |
|
|
2023
Q4 | $8K | Hold |
850
| – | – | ﹤0.01% | 3279 |
|
|
2023
Q3 | $7K | Hold |
850
| – | – | ﹤0.01% | 3292 |
|
|
2023
Q2 | $8K | Hold |
850
| – | – | ﹤0.01% | 3198 |
|
|
2023
Q1 | $9K | Hold |
850
| – | – | ﹤0.01% | 3008 |
|
|
2022
Q4 | $9K | Hold |
850
| – | – | ﹤0.01% | 2851 |
|
|
2022
Q3 | $8K | Hold |
850
| – | – | ﹤0.01% | 2811 |
|
|
2022
Q2 | $9K | Hold |
850
| – | – | ﹤0.01% | 2634 |
|
|
2022
Q1 | $11K | Hold |
850
| – | – | ﹤0.01% | 2412 |
|
|
2021
Q4 | $12K | Buy |
+850
| New | +$12K | ﹤0.01% | 2240 |
|
|
2021
Q2 | $11K | Hold |
850
| – | – | ﹤0.01% | 2050 |
|
|
2021
Q1 | $11K | Hold |
850
| – | – | ﹤0.01% | 2050 |
|
|
2020
Q4 | $11K | Hold |
850
| – | – | ﹤0.01% | 2050 |
|
|
2020
Q3 | $11K | Hold |
850
| – | – | ﹤0.01% | 2050 |
|
|
2020
Q2 | $11K | Hold |
850
| – | – | ﹤0.01% | 2050 |
|
|
2020
Q1 | $11K | Hold |
850
| – | – | ﹤0.01% | 2050 |
|
|
2019
Q4 | $11K | Hold |
850
| – | – | ﹤0.01% | 2050 |
|
|
2019
Q3 | $11K | Hold |
850
| – | – | ﹤0.01% | 2050 |
|
|
2019
Q2 | $11K | Hold |
850
| – | – | ﹤0.01% | 2050 |
|
|
2019
Q1 | $11K | Buy |
+850
| New | +$11K | ﹤0.01% | 2050 |
|