Cary Street Partners Investment Advisory’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 |
-3,483
| Closed | -$67.7K | – | 1070 |
|
|
2023
Q3 | $67.7K | Hold |
3,483
| – | – | ﹤0.01% | 788 |
|
|
2023
Q2 | $73.6K | Hold |
3,483
| – | – | ﹤0.01% | 724 |
|
|
2023
Q1 | $72.4K | Hold |
3,483
| – | – | 0.01% | 665 |
|
|
2022
Q4 | $71.8K | Buy |
+3,483
| New | +$71.8K | 0.01% | 661 |
|
|
2020
Q4 | – | Sell |
-3,165
| Closed | -$58K | – | 548 |
|
|
2020
Q3 | $58K | Buy |
+3,165
| New | +$58K | 0.01% | 469 |
|