Genovese Burford & Brothers Wealth & Retirement Plan Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,811
| Closed | -$18K | – | 194 |
|
|
2018
Q2 | $18K | Hold |
1,811
| – | – | 0.01% | 259 |
|
|
2018
Q1 | $17K | Sell |
1,811
-297
| -14% | -$2.79K | 0.01% | 270 |
|
|
2017
Q4 | $23K | Buy |
2,108
+297
| +16% | +$3.24K | 0.06% | 137 |
|
|
2017
Q3 | $18K | Hold |
1,811
| – | – | 0.01% | 238 |
|
|
2017
Q2 | $19K | Buy |
1,811
+931
| +106% | +$9.77K | 0.01% | 230 |
|
|
2017
Q1 | $9K | Hold |
880
| – | – | ﹤0.01% | 300 |
|
|
2016
Q4 | $9K | Buy |
+880
| New | +$9K | ﹤0.01% | 333 |
|