Geneos Wealth Management’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$1K | – | 2839 |
|
|
2021
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2671 |
|
|
2017
Q1 | – | Sell |
-171
| Closed | -$1K | – | 2093 |
|
|
2016
Q4 | $1K | Hold |
171
| – | – | ﹤0.01% | 1956 |
|
|
2016
Q3 | $1K | Hold |
171
| – | – | ﹤0.01% | 1877 |
|
|
2016
Q2 | $1K | Hold |
171
| – | – | ﹤0.01% | 1737 |
|
|
2016
Q1 | $1K | Buy |
+171
| New | +$1K | ﹤0.01% | 1720 |
|