Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Hold |
1,811
| – | – | ﹤0.01% | 927 |
|
|
2025
Q1 | $18.3K | Hold |
1,811
| – | – | ﹤0.01% | 826 |
|
|
2024
Q4 | $17.5K | Buy |
+1,811
| New | +$17.5K | ﹤0.01% | 800 |
|
|
2020
Q4 | – | Sell |
-1,811
| Closed | -$19K | – | 309 |
|
|
2020
Q3 | $19K | Buy |
+1,811
| New | +$19K | 0.01% | 381 |
|
|
2020
Q2 | – | Sell |
-1,811
| Closed | -$16K | – | 468 |
|
|
2020
Q1 | $16K | Buy |
+1,811
| New | +$16K | 0.01% | 538 |
|
|
2019
Q4 | – | Sell |
-1,811
| Closed | -$19K | – | 405 |
|
|
2019
Q3 | $19K | Hold |
1,811
| – | – | 0.01% | 622 |
|
|
2019
Q2 | $19K | Hold |
1,811
| – | – | 0.01% | 624 |
|
|
2019
Q1 | $19K | Buy |
+1,811
| New | +$19K | 0.01% | 640 |
|