Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-96,431
| Closed | -$559K | – | 306 |
|
|
2023
Q2 | $559K | Buy |
96,431
+22,824
| +31% | +$132K | 0.11% | 190 |
|
|
2023
Q1 | $423K | Sell |
73,607
-1,734
| -2% | -$9.95K | 0.09% | 217 |
|
|
2022
Q4 | $413K | Buy |
75,341
+1,200
| +2% | +$6.58K | 0.09% | 214 |
|
|
2022
Q3 | $408K | Buy |
74,141
+8,100
| +12% | +$44.6K | 0.1% | 193 |
|
|
2022
Q2 | $403K | Sell |
66,041
-17,350
| -21% | -$106K | 0.08% | 222 |
|
|
2022
Q1 | $578K | Buy |
83,391
+14,925
| +22% | +$103K | 0.1% | 200 |
|
|
2021
Q4 | $492K | Buy |
+68,466
| New | +$492K | 0.08% | 224 |
|
|
2021
Q1 | – | Sell |
-57,655
| Closed | -$353K | – | 268 |
|
|
2020
Q4 | $353K | Buy |
+57,655
| New | +$353K | 0.07% | 237 |
|