Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Sell |
16,779
-567
| -3% | -$14.7K | ﹤0.01% | 1670 |
|
|
2025
Q1 | $419K | Buy |
+17,346
| New | +$419K | ﹤0.01% | 1622 |
|
|
2023
Q3 | – | Sell |
-22,251
| Closed | -$470K | – | 1574 |
|
|
2023
Q2 | $470K | Sell |
22,251
-241
| -1% | -$5.09K | 0.01% | 964 |
|
|
2023
Q1 | $468K | Buy |
22,492
+487
| +2% | +$10.1K | 0.01% | 949 |
|
|
2022
Q4 | $454K | Sell |
22,005
-2,331
| -10% | -$48K | 0.01% | 912 |
|
|
2022
Q3 | $456K | Sell |
24,336
-503
| -2% | -$9.43K | 0.01% | 819 |
|
|
2022
Q2 | $508K | Sell |
24,839
-501
| -2% | -$10.2K | 0.01% | 775 |
|
|
2022
Q1 | $626K | Sell |
25,340
-287
| -1% | -$7.09K | 0.01% | 710 |
|
|
2021
Q4 | $692K | Sell |
25,627
-1,243
| -5% | -$33.6K | 0.01% | 644 |
|
|
2021
Q3 | $692K | Buy |
26,870
+4,444
| +20% | +$114K | 0.01% | 593 |
|
|
2021
Q2 | $590K | Buy |
22,426
+1,512
| +7% | +$39.8K | 0.01% | 640 |
|
|
2021
Q1 | $500K | Sell |
20,914
-1,610
| -7% | -$38.5K | 0.01% | 621 |
|
|
2020
Q4 | $483K | Sell |
22,524
-11,968
| -35% | -$257K | 0.01% | 566 |
|
|
2020
Q3 | $633K | Buy |
34,492
+16,046
| +87% | +$294K | 0.01% | 714 |
|
|
2020
Q2 | $325K | Buy |
18,446
+1,028
| +6% | +$18.1K | 0.01% | 607 |
|
|
2020
Q1 | $259K | Buy |
17,418
+5,022
| +41% | +$74.7K | 0.01% | 632 |
|
|
2019
Q4 | $272K | Buy |
12,396
+31
| +0.3% | +$680 | 0.01% | 660 |
|
|
2019
Q3 | $266K | Buy |
+12,365
| New | +$266K | 0.01% | 463 |
|