Golden State Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.61M	Buy	287,296 +7,102	+3%	+$42.6K	0.18%	120
2025 Q4	$1.73M	Sell	280,194 -6,316	-2%	-$38.3K	0.18%	100
2025 Q3	$1.74M	Sell	286,510 -53,351	-16%	-$320K	0.19%	95
2025 Q2	$1.98M	Sell	339,861 -178,781	-34%	-$996K	0.24%	78
2025 Q1	$2.86M	Sell	518,642 -25,119	-5%	-$139K	0.42%	50
2024 Q4	$2.93M	Buy	+543,761	New	+$3.01M	0.44%	48
2022 Q1	$3.56M	Buy	514,119 +16,995	+3%	+$119K	0.7%	30
2021 Q4	$3.57M	Buy	497,124 +27,556	+6%	+$193K	0.62%	32
2021 Q3	$3.12M	Buy	469,568 +71,594	+18%	+$485K	0.68%	28
2021 Q2	$2.75M	Buy	397,974 +664	+0.2%	+$4.65K	0.61%	30
2021 Q1	$2.65M	Buy	397,310 +11,781	+3%	+$75.2K	0.87%	23
2020 Q4	$2.36M	Buy	385,529 +328,865	+580%	+$1.9M	0.68%	29
2020 Q3	$282K	Buy	+56,664	New	+$290K	0.09%	153
2020 Q2	–	Sell	-5,514	Closed	-$23K	–	460
2020 Q1	$23K	Buy	+5,514	New	+$30.4K	0.01%	480
2019 Q4	–	Sell	-5,514	Closed	-$32K	–	384
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	+$31.8K	0.01%	528