Northwestern Mutual Wealth Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34
| Closed | -$343 | – | 3806 |
|
|
2025
Q1 | $343 | Buy |
+34
| New | +$343 | ﹤0.01% | 3411 |
|
|
2021
Q2 | – | Sell |
-81
| Closed | -$1K | – | 3074 |
|
|
2021
Q1 | $1K | Hold |
81
| – | – | ﹤0.01% | 2683 |
|
|
2020
Q4 | $1K | Buy |
+81
| New | +$1K | ﹤0.01% | 2605 |
|
|
2018
Q3 | – | Sell |
-316
| Closed | -$3K | – | 2524 |
|
|
2018
Q2 | $3K | Buy |
+316
| New | +$3K | ﹤0.01% | 2096 |
|
|
2016
Q2 | – | Sell |
-5
| Closed | – | – | 2134 |
|
|
2016
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2189 |
|