KLI
GRX

Kelman-Lazarov Inc’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Kelman-Lazarov Inc’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,668
Closed -$25.2K – 156
2016
Q4 		$25.2K Sell
2,668
-454
-15% -$4.28K 0.01% 207
2016
Q3 		$32.5K Hold
3,122
– – 0.02% 208
2016
Q2 		$33.5K Hold
3,122
– – 0.02% 193
2016
Q1 		$31K Buy
+3,122
New +$31K 0.02% 214