Creative Financial Designs’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.7K	Hold	3,618	–	–	﹤0.01%	1052
2025 Q4	$34.8K	Hold	3,618	–	–	﹤0.01%	997
2025 Q3	$32.8K	Hold	3,618	–	–	﹤0.01%	993
2025 Q2	$34.2K	Sell	3,618 -502	-12%	-$4.78K	﹤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%	-$16.7K	﹤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%	+$41.2K	0.01%	597
2023 Q1	$17.5K	Buy	+1,738	New	+$17.7K	﹤0.01%	843