Tradition 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-346
| Closed | -$3K | – | 1308 |
|
2023
Q3 | $3K | Hold |
346
| – | – | ﹤0.01% | 1302 |
|
2023
Q2 | $3K | Hold |
346
| – | – | ﹤0.01% | 1332 |
|
2023
Q1 | $3K | Hold |
346
| – | – | ﹤0.01% | 1249 |
|
2022
Q4 | $4K | Sell |
346
-2,244
| -87% | -$25.9K | ﹤0.01% | 1087 |
|
2022
Q3 | $25K | Buy |
+2,590
| New | +$25K | ﹤0.01% | 706 |
|