Total Clarity 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 |
-8,383
| Closed | -$90K | – | 520 |
|
|
2022
Q2 | $90K | Buy |
+8,383
| New | +$90K | 0.05% | 331 |
|
|
2022
Q1 | – | Sell |
-7,700
| Closed | -$104K | – | 486 |
|
|
2021
Q4 | $104K | Hold |
7,700
| – | – | 0.05% | 308 |
|
|
2021
Q3 | $102K | Buy |
+7,700
| New | +$102K | 0.05% | 300 |
|
|
2021
Q2 | – | Sell |
-7,700
| Closed | -$96K | – | 394 |
|
|
2021
Q1 | $96K | Buy |
+7,700
| New | +$96K | 0.06% | 245 |
|
|
2020
Q2 | – | Sell |
-15,700
| Closed | -$136K | – | 128 |
|
|
2020
Q1 | $136K | Sell |
15,700
-1,500
| -9% | -$13K | 0.21% | 93 |
|
|
2019
Q4 | $198K | Buy |
+17,200
| New | +$198K | 0.15% | 121 |
|