CIA
Concurrent Investment Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,131
| Closed | -$244K | – | 1355 |
|
|
2025
Q1 | $244K | Buy |
10,131
+1,148
| +13% | +$27.7K | 0.01% | 1019 |
|
|
2024
Q4 | $217K | Buy |
8,983
+19
| +0.2% | +$459 | 0.01% | 946 |
|
|
2024
Q3 | $219K | Sell |
8,964
-163
| -2% | -$3.99K | 0.01% | 898 |
|
|
2024
Q2 | $207K | Sell |
9,127
-5,196
| -36% | -$118K | 0.01% | 858 |
|
|
2024
Q1 | $329K | Buy |
14,323
+22
| +0.2% | +$506 | 0.01% | 649 |
|
|
2023
Q4 | $309K | Buy |
+14,301
| New | +$309K | 0.01% | 635 |
|