CPA
Clear Perspective Advisors’s Gabelli Equity Trust GAB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-8,801
| Closed | -$54K | – | 166 |
|
2019
Q2 | $54K | Buy |
+8,801
| New | +$54K | 0.03% | 182 |
|
2018
Q3 | – | Sell |
-8,801
| Closed | -$55K | – | 248 |
|
2018
Q2 | $55K | Hold |
8,801
| – | – | 0.04% | 240 |
|
2018
Q1 | $54K | Buy |
8,801
+7,941
| +923% | +$48.7K | 0.04% | 231 |
|
2017
Q4 | $5K | Sell |
860
-7,941
| -90% | -$46.2K | ﹤0.01% | 387 |
|
2017
Q3 | $57K | Hold |
8,801
| – | – | 0.05% | 223 |
|
2017
Q2 | $54K | Hold |
8,801
| – | – | 0.05% | 215 |
|
2017
Q1 | $53K | Hold |
8,801
| – | – | 0.04% | 209 |
|
2016
Q4 | $49K | Buy |
+8,801
| New | +$49K | 0.03% | 204 |
|