Institute for 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
2025 Q1	–	Sell	-11,240	Closed	-$60.5K	–	534
2024 Q4	$60.5K	Buy	11,240 +4	+0%	+$22	0.01%	506
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%	504
2023 Q4	$57.1K	Hold	11,233	–	–	0.01%	484
2023 Q3	$57.6K	Sell	11,233 -46	-0.4%	-$253	0.01%	453
2023 Q2	$65.4K	Hold	11,279	–	–	0.01%	457
2023 Q1	$64.7K	Hold	11,279	–	–	0.01%	443
2022 Q4	$61.8K	Hold	11,279	–	–	0.01%	446
2022 Q3	$62K	Hold	11,279	–	–	0.01%	440
2022 Q2	$69K	Buy	11,279 +120	+1%	+$798	0.01%	521
2022 Q1	$77K	Hold	11,159	–	–	0.01%	533
2021 Q4	$80K	Sell	11,159 -141	-1%	-$989	0.01%	485
2021 Q3	$75K	Hold	11,300	–	–	0.01%	477
2021 Q2	$78K	Sell	11,300 -330	-3%	-$2.31K	0.01%	483
2021 Q1	$78K	Sell	11,630 -215	-2%	-$1.37K	0.01%	465
2020 Q4	$73K	Hold	11,845	–	–	0.01%	444
2020 Q3	$59K	Hold	11,845	–	–	0.01%	415
2020 Q2	$58K	Hold	11,845	–	–	0.01%	423
2020 Q1	$50K	Sell	11,845 -844	-7%	-$4.65K	0.02%	399
2019 Q4	$76K	Hold	12,689	–	–	0.02%	489
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%	-$65.6K	0.02%	438
2018 Q4	$596K	Buy	+24,072	New	+$138K	0.24%	126
2018 Q1	–	Sell	-12,105	Closed	-$73K	–	306
2017 Q4	$73K	Buy	+12,105	New	+$73.8K	0.02%	380
2017 Q3	–	Sell	-10,352	Closed	-$62K	–	297
2017 Q2	$62K	Buy	+10,352	New	+$61.3K	0.02%	408