B. Riley Wealth Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$214K Buy
+7,314
New +$212K 0.01% 753
2026
Q1
Sell
-7,364
Closed -$204K 991
2025
Q4
$204K Buy
+7,364
New +$200K 0.01% 861
2025
Q3
Sell
-9,836
Closed -$256K 1120
2025
Q2
$256K Buy
+9,836
New +$237K 0.01% 778
2024
Q4
$283K Sell
11,739
-4,770
-29% -$118K 0.01% 889
2024
Q3
$402K Sell
16,509
-29,698
-64% -$697K 0.01% 830
2024
Q2
$1.05M Sell
46,207
-2,929
-6% -$65.7K 0.03% 518
2024
Q1
$955K Buy
49,136
+390
+0.8% +$8.56K 0.03% 537
2023
Q4
$1.05M Sell
48,746
-390
-0.8% -$7.74K 0.03% 508
2023
Q3
$955K Buy
49,136
+3,711
+8% +$77.6K 0.03% 537
2023
Q2
$960K Buy
45,425
+1,169
+3% +$24.1K 0.02% 588
2023
Q1
$920K Buy
44,256
+2,230
+5% +$47.3K 0.02% 559
2022
Q4
$870K Buy
42,026
+801
+2% +$16.4K 0.02% 584
2022
Q3
$772K Buy
41,225
+6,093
+17% +$130K 0.02% 586
2022
Q2
$719K Buy
35,132
+1,850
+6% +$41.1K 0.03% 514
2022
Q1
$821K Buy
33,282
+61
+0.2% +$1.52K 0.03% 544
2021
Q4
$897K Buy
33,221
+1,096
+3% +$29.2K 0.03% 570
2021
Q3
$829K Buy
32,125
+351
+1% +$9.3K 0.03% 581
2021
Q2
$836K Sell
31,774
-1,930
-6% -$49.5K 0.03% 574
2021
Q1
$808K Buy
33,704
+5,063
+18% +$116K 0.03% 548
2020
Q4
$615K Buy
28,641
+15,010
+110% +$300K 0.03% 467
2020
Q3
$251K Buy
13,631
+128
+0.9% +$2.38K 0.01% 772
2020
Q2
$238K Buy
13,503
+141
+1% +$2.38K 0.02% 706
2020
Q1
$198K Sell
13,362
-3,621
-21% -$70.6K 0.02% 679
2019
Q4
$373K Buy
16,983
+1,337
+9% +$28K 0.03% 522
2019
Q3
$337K Buy
15,646
+600
+4% +$12.8K 0.03% 544
2019
Q2
$327K Buy
15,046
+338
+2% +$7.23K 0.04% 527
2019
Q1
$313K Buy
+14,708
New +$303K 0.04% 477
2015
Q1
Sell
-1,888
Closed -$41 1110
2014
Q4
$41 Buy
+1,888
New +$39.9K ﹤0.01% 2191
2014
Q3
Sell
-3,046
Closed -$66.7K 1127
2014
Q2
$66.7K Sell
3,046
-155
-5% -$3.29K 0.02% 897
2014
Q1
$67K Buy
3,201
+30
+0.9% +$615 0.02% 702
2013
Q4
$67K Buy
+3,171
New +$63.2K 0.02% 623
2013
Q3
Sell
-5,003
Closed -$92K 697
2013
Q2
$92K Buy
+5,003
New +$91.9K 0.03% 567

Other funds holding GDV