Sheaff Brock Investment 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
Q1 | – | Sell |
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $306K | Hold |
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|
2021
Q4 | $324K | Hold |
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|
2021
Q3 | $315K | Hold |
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|
2021
Q2 | $322K | Sell |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $309K | Hold |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $263K | Hold |
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $302K | Hold |
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|
2019
Q3 | $273K | Hold |
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|
2019
Q2 | $276K | Buy |
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|
2019
Q1 | $265K | Sell |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $208K | Hold |
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|
2018
Q1 | $197K | Buy |
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|
2017
Q4 | $173K | Buy |
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|
2017
Q3 | $127K | Hold |
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|
2017
Q2 | $136K | Buy |
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|
2017
Q1 | $100K | Sell |
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|
2016
Q4 | $130K | Buy |
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