EWM
Empirical Wealth Management’s Gabelli Equity Trust GAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Hold |
114,937
| – | – | 0.02% | 375 |
|
|
2025
Q1 | $633K | Hold |
114,937
| – | – | 0.02% | 361 |
|
|
2024
Q4 | $618K | Hold |
114,937
| – | – | 0.02% | 349 |
|
|
2024
Q3 | $631K | Hold |
114,937
| – | – | 0.02% | 335 |
|
|
2024
Q2 | $598K | Sell |
114,937
-465
| -0.4% | -$2.42K | 0.02% | 323 |
|
|
2024
Q1 | $637K | Sell |
115,402
-9,758
| -8% | -$53.9K | 0.02% | 307 |
|
|
2023
Q4 | $636K | Hold |
125,160
| – | – | 0.02% | 289 |
|
|
2023
Q3 | $642K | Buy |
+125,160
| New | +$642K | 0.03% | 271 |
|
|
2017
Q1 | – | Sell |
-14,949
| Closed | -$83K | – | 133 |
|
|
2016
Q4 | $83K | Buy |
14,949
+389
| +3% | +$2.16K | 0.02% | 123 |
|
|
2016
Q3 | $82K | Buy |
+14,560
| New | +$82K | 0.02% | 109 |
|