Formidable Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $136K | Sell |
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|
2024
Q2 | $160K | Sell |
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|
2024
Q1 | $190K | Buy |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $182K | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $490K | Buy |
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|
2021
Q2 | $494K | Sell |
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|
2021
Q1 | $552K | Sell |
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|
2020
Q4 | $599K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $526K | Sell |
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|
2020
Q1 | $499K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $621K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $801K | Buy |
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|
2018
Q2 | $689K | Buy |
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|
2018
Q1 | $640K | Buy |
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|
2017
Q4 | $675K | Buy |
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|
2017
Q3 | $509K | Buy |
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