PWA
Primoris Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,750
| Closed | -$79.8K | – | 74 |
|
|
2023
Q2 | $79.8K | Hold |
13,750
| – | – | 0.09% | 67 |
|
|
2023
Q1 | $78.9K | Hold |
13,750
| – | – | 0.1% | 67 |
|
|
2022
Q4 | $75.4K | Sell |
13,750
-2,500
| -15% | -$13.7K | 0.12% | 62 |
|
|
2022
Q3 | $91K | Hold |
16,250
| – | – | 0.16% | 60 |
|
|
2022
Q2 | $98K | Hold |
16,250
| – | – | 0.14% | 77 |
|
|
2022
Q1 | $112K | Hold |
16,250
| – | – | 0.1% | 76 |
|
|
2021
Q4 | $116K | Buy |
+16,250
| New | +$116K | 0.09% | 86 |
|