Creative Financial Designs’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 | $34.2K | Sell |
3,618
-502
| -12% | -$4.74K | ﹤0.01% | 984 |
|
|
2025
Q1 | $41.5K | Hold |
4,120
| – | – | ﹤0.01% | 881 |
|
|
2024
Q4 | $39.7K | Hold |
4,120
| – | – | ﹤0.01% | 869 |
|
|
2024
Q3 | $45.1K | Hold |
4,120
| – | – | ﹤0.01% | 805 |
|
|
2024
Q2 | $39.5K | Sell |
4,120
-1,737
| -30% | -$16.6K | ﹤0.01% | 809 |
|
|
2024
Q1 | $60K | Hold |
5,857
| – | – | 0.01% | 684 |
|
|
2023
Q4 | $54.6K | Hold |
5,857
| – | – | 0.01% | 667 |
|
|
2023
Q3 | $50.3K | Hold |
5,857
| – | – | 0.01% | 636 |
|
|
2023
Q2 | $58.3K | Buy |
5,857
+4,119
| +237% | +$41K | 0.01% | 597 |
|
|
2023
Q1 | $17.5K | Buy |
+1,738
| New | +$17.5K | ﹤0.01% | 843 |
|