Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Hold |
244,838
| – | – | 0.13% | 150 |
|
|
2025
Q1 | $1.35M | Hold |
244,838
| – | – | 0.13% | 156 |
|
|
2024
Q4 | $1.32M | Hold |
244,838
| – | – | 0.13% | 151 |
|
|
2024
Q3 | $1.34M | Sell |
244,838
-229,326
| -48% | -$1.26M | 0.13% | 154 |
|
|
2024
Q2 | $2.47M | Buy |
474,164
+9,855
| +2% | +$51.2K | 0.26% | 105 |
|
|
2024
Q1 | $2.56M | Hold |
464,309
| – | – | 0.27% | 98 |
|
|
2023
Q4 | $2.36M | Hold |
464,309
| – | – | 0.27% | 106 |
|
|
2023
Q3 | $2.38M | Hold |
464,309
| – | – | 0.29% | 104 |
|
|
2023
Q2 | $2.69M | Hold |
464,309
| – | – | 0.32% | 101 |
|
|
2023
Q1 | $2.67M | Sell |
464,309
-6,940
| -1% | -$39.8K | 0.34% | 98 |
|
|
2022
Q4 | $2.58M | Buy |
471,249
+119,628
| +34% | +$656K | 0.35% | 95 |
|
|
2022
Q3 | $1.93M | Hold |
351,621
| – | – | 0.29% | 105 |
|
|
2022
Q2 | $2.15M | Sell |
351,621
-334
| -0.1% | -$2.04K | 0.31% | 99 |
|
|
2022
Q1 | $2.44M | Hold |
351,955
| – | – | 0.31% | 99 |
|
|
2021
Q4 | $2.53M | Buy |
351,955
+115,815
| +49% | +$833K | 0.31% | 102 |
|
|
2021
Q3 | $1.57M | Hold |
236,140
| – | – | 0.21% | 122 |
|
|
2021
Q2 | $1.63M | Sell |
236,140
-5,431
| -2% | -$37.5K | 0.22% | 120 |
|
|
2021
Q1 | $1.61M | Hold |
241,571
| – | – | 0.24% | 112 |
|
|
2020
Q4 | $1.48M | Buy |
241,571
+120,550
| +100% | +$739K | 0.23% | 122 |
|
|
2020
Q3 | $602K | Buy |
+121,021
| New | +$602K | 0.11% | 160 |
|