Golden State Wealth Management’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 | $1.98M | Sell |
339,861
-178,781
| -34% | -$1.04M | 0.24% | 78 |
|
|
2025
Q1 | $2.86M | Sell |
518,642
-25,119
| -5% | -$138K | 0.42% | 50 |
|
|
2024
Q4 | $2.93M | Buy |
+543,761
| New | +$2.93M | 0.44% | 48 |
|
|
2022
Q1 | $3.56M | Buy |
514,119
+16,995
| +3% | +$118K | 0.7% | 30 |
|
|
2021
Q4 | $3.57M | Buy |
497,124
+27,556
| +6% | +$198K | 0.62% | 32 |
|
|
2021
Q3 | $3.12M | Buy |
469,568
+71,594
| +18% | +$476K | 0.68% | 28 |
|
|
2021
Q2 | $2.75M | Buy |
397,974
+664
| +0.2% | +$4.58K | 0.61% | 30 |
|
|
2021
Q1 | $2.65M | Buy |
397,310
+11,781
| +3% | +$78.5K | 0.87% | 23 |
|
|
2020
Q4 | $2.36M | Buy |
385,529
+328,865
| +580% | +$2.02M | 0.68% | 29 |
|
|
2020
Q3 | $282K | Buy |
+56,664
| New | +$282K | 0.09% | 153 |
|
|
2020
Q2 | – | Sell |
-5,514
| Closed | -$23K | – | 446 |
|
|
2020
Q1 | $23K | Buy |
+5,514
| New | +$23K | 0.01% | 480 |
|
|
2019
Q4 | – | Sell |
-5,514
| Closed | -$32K | – | 377 |
|
|
2019
Q3 | $32K | Hold |
5,514
| – | – | 0.01% | 530 |
|
|
2019
Q2 | $33K | Hold |
5,514
| – | – | 0.01% | 537 |
|
|
2019
Q1 | $33K | Buy |
+5,514
| New | +$33K | 0.01% | 528 |
|