SVWAG
Sound View Wealth Advisors Group’s Gabelli Equity Trust GAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35,000
| Closed | -$188K | – | 420 |
|
|
2024
Q4 | $188K | Hold |
35,000
| – | – | 0.02% | 408 |
|
|
2024
Q3 | $192K | Buy |
+35,000
| New | +$192K | 0.02% | 400 |
|
|
2024
Q1 | – | Sell |
-35,000
| Closed | -$178K | – | 380 |
|
|
2023
Q4 | $178K | Hold |
35,000
| – | – | 0.02% | 374 |
|
|
2023
Q3 | $180K | Buy |
+35,000
| New | +$180K | 0.02% | 352 |
|
|
2023
Q1 | – | Sell |
-35,000
| Closed | -$178K | – | 382 |
|
|
2022
Q4 | $178K | Buy |
+35,000
| New | +$178K | 0.02% | 374 |
|