Atria Wealth Solutions’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.3K | Sell |
15,756
-12,929
| -45% | -$49.5K | ﹤0.01% | 1445 |
|
|
2025
Q1 | $107K | Buy |
28,685
+166
| +0.6% | +$620 | ﹤0.01% | 1780 |
|
|
2024
Q4 | $109K | Sell |
28,519
-18,700
| -40% | -$71.2K | ﹤0.01% | 1866 |
|
|
2024
Q3 | $173K | Buy |
47,219
+6,555
| +16% | +$24.1K | ﹤0.01% | 1795 |
|
|
2024
Q2 | $149K | Buy |
40,664
+742
| +2% | +$2.72K | ﹤0.01% | 1796 |
|
|
2024
Q1 | $148K | Sell |
39,922
-1,656
| -4% | -$6.14K | ﹤0.01% | 1841 |
|
|
2023
Q4 | $150K | Buy |
41,578
+6,445
| +18% | +$23.2K | ﹤0.01% | 1811 |
|
|
2023
Q3 | $132K | Buy |
35,133
+4,849
| +16% | +$18.2K | ﹤0.01% | 1743 |
|
|
2023
Q2 | $130K | Buy |
30,284
+2,341
| +8% | +$10.1K | ﹤0.01% | 1751 |
|
|
2023
Q1 | $124K | Buy |
27,943
+331
| +1% | +$1.47K | ﹤0.01% | 1730 |
|
|
2022
Q4 | $133K | Sell |
27,612
-1,518
| -5% | -$7.29K | ﹤0.01% | 1665 |
|
|
2022
Q3 | $145K | Buy |
29,130
+267
| +0.9% | +$1.33K | ﹤0.01% | 1590 |
|
|
2022
Q2 | $156K | Sell |
28,863
-6,252
| -18% | -$33.8K | ﹤0.01% | 1458 |
|
|
2022
Q1 | $215K | Buy |
+35,115
| New | +$215K | ﹤0.01% | 1546 |
|