Alliance Wealth Advisors (Pennsylvania)’s Gabelli Dividend & Income Trust GDV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-24,118
| Closed | -$651K | – | 118 |
|
2021
Q4 | $651K | Buy |
24,118
+181
| +0.8% | +$4.89K | 0.53% | 45 |
|
2021
Q3 | $617K | Sell |
23,937
-261
| -1% | -$6.73K | 0.55% | 44 |
|
2021
Q2 | $637K | Hold |
24,198
| – | – | 0.57% | 46 |
|
2021
Q1 | $580K | Sell |
24,198
-4,624
| -16% | -$111K | 0.57% | 49 |
|
2020
Q4 | $619K | Buy |
+28,822
| New | +$619K | 0.65% | 41 |
|