Wealthcare Advisory Partners’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 | $173K | Buy |
18,273
+4,815
| +36% | +$45.5K | ﹤0.01% | 938 |
|
|
2025
Q1 | $136K | Sell |
13,458
-9,525
| -41% | -$96K | ﹤0.01% | 879 |
|
|
2024
Q4 | $222K | Sell |
22,983
-5,588
| -20% | -$53.9K | 0.01% | 820 |
|
|
2024
Q3 | $313K | Sell |
28,571
-9,326
| -25% | -$102K | 0.01% | 709 |
|
|
2024
Q2 | $363K | Sell |
37,897
-41
| -0.1% | -$393 | 0.01% | 618 |
|
|
2024
Q1 | $388K | Sell |
37,938
-1,250
| -3% | -$12.8K | 0.01% | 598 |
|
|
2023
Q4 | $366K | Sell |
39,188
-10,321
| -21% | -$96.3K | 0.01% | 556 |
|
|
2023
Q3 | $425K | Sell |
49,509
-1,901
| -4% | -$16.3K | 0.02% | 472 |
|
|
2023
Q2 | $512K | Sell |
51,410
-6,533
| -11% | -$65.1K | 0.02% | 443 |
|
|
2023
Q1 | $585K | Sell |
57,943
-62,097
| -52% | -$627K | 0.03% | 412 |
|
|
2022
Q4 | $1.23M | Sell |
120,040
-10,613
| -8% | -$109K | 0.06% | 240 |
|
|
2022
Q3 | $1.24M | Buy |
130,653
+889
| +0.7% | +$8.44K | 0.07% | 206 |
|
|
2022
Q2 | $1.39M | Buy |
+129,764
| New | +$1.39M | 0.08% | 162 |
|