Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20.9K | Sell |
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|
2024
Q3 | $26.8K | Buy |
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|
2024
Q2 | $23.2K | Buy |
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|
2024
Q1 | $24.4K | Sell |
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|
2023
Q4 | $24.7K | Sell |
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|
2023
Q3 | $24.7K | Sell |
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|
2023
Q2 | $47.2K | Sell |
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|
2023
Q1 | $89.2K | Sell |
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|
2022
Q4 | $96.4K | Buy |
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|
2022
Q3 | $88K | Sell |
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|
2022
Q2 | $106K | Buy |
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|
2022
Q1 | $124K | Buy |
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|
2021
Q4 | $127K | Sell |
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|
2021
Q3 | $127K | Buy |
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|
2021
Q2 | $129K | Buy |
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|
2021
Q1 | $118 | Buy |
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|
2020
Q4 | $112K | Buy |
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|
2020
Q3 | $94K | Buy |
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|
2020
Q2 | $91K | Buy |
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|
2020
Q1 | $77K | Sell |
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|
2019
Q4 | $101K | Buy |
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