Institute for 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
Q1 | – | Sell |
-11,240
| Closed | -$60.5K | – | 531 |
|
|
2024
Q4 | $60.5K | Buy |
11,240
+4
| +0% | +$22 | 0.01% | 504 |
|
|
2024
Q3 | $61.7K | Buy |
11,236
+3
| +0% | +$16 | 0.01% | 547 |
|
|
2024
Q2 | $58.4K | Hold |
11,233
| – | – | 0.01% | 503 |
|
|
2024
Q1 | $62K | Hold |
11,233
| – | – | 0.01% | 500 |
|
|
2023
Q4 | $57.1K | Hold |
11,233
| – | – | 0.01% | 480 |
|
|
2023
Q3 | $57.6K | Sell |
11,233
-46
| -0.4% | -$236 | 0.01% | 447 |
|
|
2023
Q2 | $65.4K | Hold |
11,279
| – | – | 0.01% | 450 |
|
|
2023
Q1 | $64.7K | Hold |
11,279
| – | – | 0.01% | 438 |
|
|
2022
Q4 | $61.8K | Hold |
11,279
| – | – | 0.01% | 440 |
|
|
2022
Q3 | $62K | Hold |
11,279
| – | – | 0.01% | 438 |
|
|
2022
Q2 | $69K | Buy |
11,279
+120
| +1% | +$734 | 0.01% | 517 |
|
|
2022
Q1 | $77K | Hold |
11,159
| – | – | 0.01% | 529 |
|
|
2021
Q4 | $80K | Sell |
11,159
-141
| -1% | -$1.01K | 0.01% | 485 |
|
|
2021
Q3 | $75K | Hold |
11,300
| – | – | 0.01% | 472 |
|
|
2021
Q2 | $78K | Sell |
11,300
-330
| -3% | -$2.28K | 0.01% | 483 |
|
|
2021
Q1 | $78K | Sell |
11,630
-215
| -2% | -$1.44K | 0.01% | 459 |
|
|
2020
Q4 | $73K | Hold |
11,845
| – | – | 0.01% | 438 |
|
|
2020
Q3 | $59K | Hold |
11,845
| – | – | 0.01% | 411 |
|
|
2020
Q2 | $58K | Hold |
11,845
| – | – | 0.01% | 423 |
|
|
2020
Q1 | $50K | Sell |
11,845
-844
| -7% | -$3.56K | 0.02% | 392 |
|
|
2019
Q4 | $76K | Hold |
12,689
| – | – | 0.02% | 488 |
|
|
2019
Q3 | $74K | Hold |
12,689
| – | – | 0.02% | 414 |
|
|
2019
Q2 | $77K | Hold |
12,689
| – | – | 0.02% | 462 |
|
|
2019
Q1 | $76K | Sell |
12,689
-11,383
| -47% | -$68.2K | 0.02% | 438 |
|
|
2018
Q4 | $596K | Buy |
+24,072
| New | +$596K | 0.24% | 126 |
|
|
2018
Q1 | – | Sell |
-12,105
| Closed | -$73K | – | 304 |
|
|
2017
Q4 | $73K | Buy |
+12,105
| New | +$73K | 0.02% | 380 |
|
|
2017
Q3 | – | Sell |
-10,352
| Closed | -$62K | – | 296 |
|
|
2017
Q2 | $62K | Buy |
+10,352
| New | +$62K | 0.02% | 408 |
|