Raymond James Financial Services Advisors’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $105K | Sell |
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|
2023
Q2 | $144K | Hold |
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|
2023
Q1 | $146K | Sell |
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|
2022
Q4 | $165K | Buy |
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|
2022
Q3 | $135K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $124K | Sell |
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|
2019
Q3 | $133K | Hold |
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|
2019
Q2 | $135K | Buy |
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|
2019
Q1 | $132K | Sell |
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|
2018
Q4 | $142K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $132K | Sell |
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|
2016
Q1 | $571K | Buy |
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|
2015
Q4 | $552K | Buy |
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|
2015
Q3 | $438K | Buy |
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