Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
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|
2025
Q1 | $271K | Buy |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $281K | Buy |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $296K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $44K | Sell |
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|
2017
Q1 | $62K | Buy |
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|
2016
Q4 | $20K | Sell |
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|
2016
Q3 | $33K | Sell |
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|
2016
Q2 | $49K | Hold |
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|
2016
Q1 | $45K | Buy |
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|
2015
Q4 | $33K | Buy |
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|
2015
Q3 | $18K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $6K | Hold |
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|
2014
Q4 | $6K | Hold |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $6K | Sell |
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|
2014
Q1 | $15K | Buy |
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|
2013
Q4 | $15K | Sell |
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|
2013
Q3 | $15K | Buy |
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|
2013
Q2 | $11K | Buy |
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