Rise Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,272
| Closed | -$12.8K | – | 724 |
|
|
2023
Q1 | $12.8K | Buy |
1,272
+20
| +2% | +$202 | 0.01% | 322 |
|
|
2022
Q4 | $12.9K | Buy |
1,252
+17
| +1% | +$175 | 0.01% | 314 |
|
|
2022
Q3 | $12K | Buy |
1,235
+18
| +1% | +$175 | 0.01% | 311 |
|
|
2022
Q2 | $13K | Buy |
1,217
+18
| +2% | +$192 | 0.01% | 297 |
|
|
2022
Q1 | $15K | Buy |
1,199
+44
| +4% | +$550 | 0.01% | 284 |
|
|
2021
Q4 | $15.7K | Buy |
+1,155
| New | +$15.7K | 0.01% | 275 |
|