Carson Wealth (CWM LLC)’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,200
Closed -$5K 4263
2023
Q1
$5K Hold
1,200
﹤0.01% 3285
2022
Q4
$6K Hold
1,200
﹤0.01% 3071
2022
Q3
$6K Buy
+1,200
New +$6K ﹤0.01% 2965