Evernest Financial Advisors’s Gabelli Equity Trust GAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Sell |
19,855
-16,855
| -46% | -$98.1K | 0.04% | 168 |
|
|
2025
Q1 | $202K | Sell |
36,710
-56,351
| -61% | -$310K | 0.07% | 145 |
|
|
2024
Q4 | $501K | Sell |
93,061
-6,337
| -6% | -$34.1K | 0.13% | 108 |
|
|
2024
Q3 | $546K | Buy |
99,398
+2,663
| +3% | +$14.6K | 0.15% | 103 |
|
|
2024
Q2 | $503K | Buy |
96,735
+11,873
| +14% | +$61.7K | 0.23% | 82 |
|
|
2024
Q1 | $442K | Sell |
84,862
-4,286
| -5% | -$22.3K | 0.21% | 88 |
|
|
2023
Q4 | $453K | Buy |
+89,148
| New | +$453K | 0.23% | 91 |
|
|
2021
Q4 | $471K | Buy |
+89,545
| New | +$471K | 0.24% | 86 |
|