Plante Moran Financial Advisors’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-500
| Closed | -$7K | – | 894 |
|
|
2017
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 600 |
|
|
2017
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 636 |
|
|
2017
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 675 |
|
|
2016
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 709 |
|
|
2016
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 690 |
|
|
2016
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 628 |
|
|
2016
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 580 |
|
|
2015
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 721 |
|
|
2015
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 578 |
|
|
2015
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 620 |
|
|
2015
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 612 |
|
|
2014
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 661 |
|
|
2014
Q3 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 672 |
|