CWM
GDL

Castle Wealth Management’s GDL Fund GDL Stock Holding History

Castle Wealth Management’s Portfolio GDL Stock Details GDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,709
Closed -$77K – 304
2022
Q3 		$77K Sell
9,709
-2,750
-22% -$21.8K 0.05% 169
2022
Q2 		$102K Buy
+12,459
New +$102K 0.06% 145