Sowell Financial Services’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-224
| Closed | -$3K | – | 1381 |
|
|
2021
Q1 | $3K | Buy |
224
+2
| +0.9% | +$27 | ﹤0.01% | 2735 |
|
|
2020
Q4 | $3K | Buy |
222
+3
| +1% | +$41 | ﹤0.01% | 2393 |
|
|
2020
Q3 | $2K | Sell |
219
-96
| -30% | -$877 | ﹤0.01% | 2219 |
|
|
2020
Q2 | $3K | Buy |
315
+3
| +1% | +$29 | ﹤0.01% | 2038 |
|
|
2020
Q1 | $2K | Buy |
312
+3
| +1% | +$19 | ﹤0.01% | 2064 |
|
|
2019
Q4 | $4K | Hold |
309
| – | – | ﹤0.01% | 1967 |
|
|
2019
Q3 | $3K | Buy |
+309
| New | +$3K | ﹤0.01% | 1927 |
|
|
2017
Q1 | – | Sell |
-533
| Closed | -$6K | – | 378 |
|
|
2016
Q4 | $6K | Buy |
+533
| New | +$6K | ﹤0.01% | 522 |
|