Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-251
| Closed | -$3K | – | 2350 |
|
|
2022
Q2 | $3K | Hold |
251
| – | – | ﹤0.01% | 2265 |
|
|
2022
Q1 | $3K | Hold |
251
| – | – | ﹤0.01% | 2329 |
|
|
2021
Q4 | $3K | Hold |
251
| – | – | ﹤0.01% | 2695 |
|
|
2021
Q3 | $3K | Hold |
251
| – | – | ﹤0.01% | 2393 |
|
|
2021
Q2 | $3K | Buy |
251
+1
| +0.4% | +$12 | ﹤0.01% | 2414 |
|
|
2021
Q1 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 2750 |
|