Evercore Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,766
| Closed | -$41K | – | 513 |
|
|
2017
Q4 | $41K | Hold |
1,766
| – | – | ﹤0.01% | 610 |
|
|
2017
Q3 | $40K | Sell |
1,766
-234
| -12% | -$5.3K | ﹤0.01% | 604 |
|
|
2017
Q2 | $44K | Buy |
2,000
+1,000
| +100% | +$22K | ﹤0.01% | 594 |
|
|
2017
Q1 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 745 |
|
|
2016
Q4 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 751 |
|
|
2016
Q3 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 778 |
|
|
2016
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 763 |
|
|
2016
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 741 |
|
|
2015
Q4 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 780 |
|