Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-121
| Closed | -$1.2K | – | 326 |
|
|
2023
Q2 | $1.2K | Buy |
121
+3
| +3% | +$30 | ﹤0.01% | 583 |
|
|
2023
Q1 | $1.2K | Buy |
118
+1
| +0.9% | +$10 | ﹤0.01% | 563 |
|
|
2022
Q4 | $1.2K | Buy |
117
+2
| +2% | +$21 | ﹤0.01% | 515 |
|
|
2022
Q3 | $1K | Buy |
115
+2
| +2% | +$17 | ﹤0.01% | 526 |
|
|
2022
Q2 | $1K | Buy |
113
+1
| +0.9% | +$9 | ﹤0.01% | 532 |
|
|
2022
Q1 | $1K | Buy |
112
+5
| +5% | +$45 | ﹤0.01% | 555 |
|
|
2021
Q4 | $1K | Hold |
107
| – | – | ﹤0.01% | 639 |
|
|
2021
Q3 | $1K | Buy |
107
+2
| +2% | +$19 | ﹤0.01% | 620 |
|
|
2021
Q2 | $1K | Buy |
105
+1
| +1% | +$10 | ﹤0.01% | 613 |
|
|
2021
Q1 | $1K | Buy |
104
+1
| +1% | +$10 | ﹤0.01% | 582 |
|
|
2020
Q4 | $1K | Buy |
+103
| New | +$1K | ﹤0.01% | 542 |
|