Carroll Financial Associates’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $3K | Hold |
129
| – | – | ﹤0.01% | 1427 |
|
2021
Q3 | $3K | Hold |
129
| – | – | ﹤0.01% | 1474 |
|
2021
Q2 | $3K | Buy |
+129
| New | +$3K | ﹤0.01% | 1515 |
|
2019
Q2 | – | Sell |
-350
| Closed | -$7K | – | 1618 |
|
2019
Q1 | $7K | Hold |
350
| – | – | ﹤0.01% | 1033 |
|
2018
Q4 | $6K | Hold |
350
| – | – | ﹤0.01% | 983 |
|
2018
Q3 | $8K | Hold |
350
| – | – | ﹤0.01% | 953 |
|
2018
Q2 | $7K | Hold |
350
| – | – | ﹤0.01% | 941 |
|
2018
Q1 | $7K | Hold |
350
| – | – | ﹤0.01% | 920 |
|
2017
Q4 | $8K | Buy |
+350
| New | +$8K | ﹤0.01% | 885 |
|