SWM
Selective Wealth Management’s Gabelli Equity Trust GAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,299
| Closed | -$18K | – | 340 |
|
|
2022
Q3 | $18K | Hold |
3,299
| – | – | 0.01% | 439 |
|
|
2022
Q2 | $20K | Hold |
3,299
| – | – | 0.01% | 462 |
|
|
2022
Q1 | $23K | Sell |
3,299
-162
| -5% | -$1.13K | 0.01% | 422 |
|
|
2021
Q4 | $25K | Buy |
3,461
+1,058
| +44% | +$7.64K | 0.01% | 380 |
|
|
2021
Q3 | $16K | Sell |
2,403
-947
| -28% | -$6.31K | 0.01% | 385 |
|
|
2021
Q2 | $23K | Hold |
3,350
| – | – | 0.02% | 262 |
|
|
2021
Q1 | $23K | Sell |
3,350
-572
| -15% | -$3.93K | 0.02% | 182 |
|
|
2020
Q4 | $25K | Sell |
3,922
-1,300
| -25% | -$8.29K | 0.02% | 160 |
|
|
2020
Q3 | $27K | Hold |
5,222
| – | – | 0.02% | 130 |
|
|
2020
Q2 | $26K | Hold |
5,222
| – | – | 0.02% | 149 |
|
|
2020
Q1 | $23K | Sell |
5,222
-285
| -5% | -$1.26K | 0.04% | 94 |
|
|
2019
Q4 | $34K | Buy |
5,507
+7
| +0.1% | +$43 | 0.04% | 88 |
|
|
2019
Q3 | $33K | Buy |
+5,500
| New | +$33K | 0.05% | 93 |
|
|
2018
Q3 | $67K | Buy |
+10,411
| New | +$67K | 0.8% | 30 |
|