Gary Goldberg Planning Services’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 356 |
|
|
2014
Q3 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 381 |
|
|
2014
Q2 | $10K | Sell |
1,000
-35
| -3% | -$350 | ﹤0.01% | 349 |
|
|
2014
Q1 | $10K | Hold |
1,035
| – | – | ﹤0.01% | 330 |
|
|
2013
Q4 | $10K | Hold |
1,035
| – | – | 0.01% | 286 |
|
|
2013
Q3 | $10K | Hold |
1,035
| – | – | 0.01% | 289 |
|
|
2013
Q2 | $10K | Buy |
+1,035
| New | +$10K | 0.01% | 298 |
|