Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,907
| Closed | -$231K | – | 1953 |
|
|
2023
Q3 | $231K | Buy |
11,907
+26
| +0.2% | +$505 | ﹤0.01% | 1580 |
|
|
2023
Q2 | $251K | Buy |
11,881
+431
| +4% | +$9.11K | ﹤0.01% | 1543 |
|
|
2023
Q1 | $238K | Buy |
11,450
+87
| +0.8% | +$1.81K | ﹤0.01% | 1555 |
|
|
2022
Q4 | $234K | Buy |
11,363
+68
| +0.6% | +$1.4K | ﹤0.01% | 1504 |
|
|
2022
Q3 | $211K | Sell |
11,295
-505
| -4% | -$9.45K | ﹤0.01% | 1514 |
|
|
2022
Q2 | $241K | Sell |
11,800
-137
| -1% | -$2.8K | ﹤0.01% | 1317 |
|
|
2022
Q1 | $294K | Buy |
+11,937
| New | +$294K | ﹤0.01% | 1326 |
|