Sowell Financial Services’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,620
| Closed | -$21K | – | 1432 |
|
|
2021
Q1 | $21K | Buy |
1,620
+8
| +0.5% | +$104 | ﹤0.01% | 2049 |
|
|
2020
Q4 | $19K | Sell |
1,612
-170
| -10% | -$2K | ﹤0.01% | 1766 |
|
|
2020
Q3 | $18K | Buy |
1,782
+5
| +0.3% | +$51 | ﹤0.01% | 1601 |
|
|
2020
Q2 | $18K | Buy |
1,777
+1,423
| +402% | +$14.4K | ﹤0.01% | 1492 |
|
|
2020
Q1 | $3K | Hold |
354
| – | – | ﹤0.01% | 1983 |
|
|
2019
Q4 | $4K | Hold |
354
| – | – | ﹤0.01% | 1969 |
|
|
2019
Q3 | $4K | Buy |
+354
| New | +$4K | ﹤0.01% | 1838 |
|