Wealth Enhancement Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
50,768
+25,848
| +104% | +$249K | ﹤0.01% | 2230 |
|
|
2025
Q1 | $251K | Sell |
24,920
-2,607
| -9% | -$26.3K | ﹤0.01% | 2560 |
|
|
2024
Q4 | $265K | Sell |
27,527
-2,027
| -7% | -$19.5K | ﹤0.01% | 2457 |
|
|
2024
Q3 | $324K | Sell |
29,554
-4,703
| -14% | -$51.5K | ﹤0.01% | 2104 |
|
|
2024
Q2 | $328K | Sell |
34,257
-852
| -2% | -$8.16K | ﹤0.01% | 1917 |
|
|
2024
Q1 | $360K | Buy |
35,109
+486
| +1% | +$4.98K | ﹤0.01% | 1800 |
|
|
2023
Q4 | $323K | Sell |
34,623
-19,574
| -36% | -$183K | ﹤0.01% | 1760 |
|
|
2023
Q3 | $465K | Buy |
+54,197
| New | +$465K | ﹤0.01% | 1469 |
|