SOA Wealth 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
2026 Q1	$543	Hold	60	–	–	﹤0.01%	775
2025 Q4	$578	Hold	60	–	–	﹤0.01%	776
2025 Q3	$544	Hold	60	–	–	﹤0.01%	798
2025 Q2	$567	Hold	60	–	–	﹤0.01%	781
2025 Q1	$605	Hold	60	–	–	﹤0.01%	777
2024 Q4	$578	Hold	60	–	–	﹤0.01%	769
2024 Q3	$657	Hold	60	–	–	﹤0.01%	735
2024 Q2	$575	Hold	60	–	–	﹤0.01%	762
2024 Q1	$614	Hold	60	–	–	﹤0.01%	795
2023 Q4	$560	Hold	60	–	–	﹤0.01%	795
2023 Q3	$515	Hold	60	–	–	﹤0.01%	821
2023 Q2	$598	Hold	60	–	–	﹤0.01%	817
2023 Q1	$605	Hold	60	–	–	﹤0.01%	830
2022 Q4	$617	Hold	60	–	–	﹤0.01%	833
2022 Q3	$0	Hold	60	–	–	﹤0.01%	880
2022 Q2	$0	Hold	60	–	–	﹤0.01%	891
2022 Q1	$0	Hold	60	–	–	﹤0.01%	940
2021 Q4	$0	Hold	60	–	–	﹤0.01%	914
2021 Q3	$0	Hold	60	–	–	﹤0.01%	928
2021 Q2	$0	Sell	60 -26	-30%	-$342	﹤0.01%	900
2021 Q1	$1K	Buy	86 +26	+43%	+$319	﹤0.01%	767
2020 Q4	$0	Buy	+60	New	+$665	﹤0.01%	824