J.P. Morgan Private Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $51.9K | Buy |
+10,121
| New | +$51.9K | ﹤0.01% | 1702 |
|
|
2017
Q3 | – | Sell |
-216,800
| Closed | -$1.3M | – | 1256 |
|
|
2017
Q2 | $1.3M | Buy |
216,800
+2,320
| +1% | +$13.9K | 0.01% | 551 |
|
|
2017
Q1 | $1.24M | Buy |
214,480
+406
| +0.2% | +$2.35K | 0.01% | 577 |
|
|
2016
Q4 | $1.15M | Buy |
214,074
+1,981
| +0.9% | +$10.6K | 0.01% | 567 |
|
|
2016
Q3 | $1.16M | Buy |
212,093
+3,794
| +2% | +$20.8K | 0.01% | 559 |
|
|
2016
Q2 | $1.11M | Sell |
208,299
-1,856
| -0.9% | -$9.88K | 0.01% | 574 |
|
|
2016
Q1 | $1.11M | Buy |
210,155
+13,405
| +7% | +$70.6K | 0.01% | 532 |
|
|
2015
Q4 | $1.01M | Buy |
196,750
+16,155
| +9% | +$83.2K | 0.01% | 525 |
|
|
2015
Q3 | $914K | Buy |
180,595
+31,073
| +21% | +$157K | 0.01% | 494 |
|
|
2015
Q2 | $908K | Buy |
149,522
+30,936
| +26% | +$188K | 0.01% | 528 |
|
|
2015
Q1 | $748K | Buy |
118,586
+46,403
| +64% | +$293K | 0.01% | 604 |
|
|
2014
Q4 | $453K | Buy |
+72,183
| New | +$453K | 0.01% | 741 |
|