Shaker Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $155K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $159K | Hold |
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|
2024
Q1 | $170K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | $171K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $140K | Sell |
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|
2015
Q1 | $707K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $657K | Buy |
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|
2013
Q2 | $146K | Buy |
|