Kelman-Lazarov Inc’s Gabelli Equity Trust GAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-19,540
| Closed | -$118K | – | 113 |
|
|
2017
Q4 | $118K | Buy |
19,540
+2,306
| +13% | +$13.9K | 0.06% | 117 |
|
|
2017
Q3 | $109K | Hold |
17,234
| – | – | 0.06% | 115 |
|
|
2017
Q2 | $103K | Buy |
+17,234
| New | +$103K | 0.06% | 115 |
|
|
2016
Q4 | – | Sell |
-17,234
| Closed | -$92.6K | – | 330 |
|
|
2016
Q3 | $92.6K | Hold |
17,234
| – | – | 0.05% | 145 |
|
|
2016
Q2 | $92.8K | Buy |
17,234
+454
| +3% | +$2.44K | 0.05% | 147 |
|
|
2016
Q1 | $88K | Buy |
+16,780
| New | +$88K | 0.05% | 154 |
|