Founders Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,973
| Closed | -$219K | – | 585 |
|
|
2024
Q3 | $219K | Buy |
8,973
+105
| +1% | +$2.57K | 0.06% | 270 |
|
|
2024
Q2 | $201K | Buy |
8,868
+109
| +1% | +$2.48K | 0.06% | 266 |
|
|
2024
Q1 | $201K | Buy |
+8,759
| New | +$201K | 0.06% | 264 |
|
|
2022
Q1 | – | Sell |
-7,950
| Closed | -$215K | – | 453 |
|
|
2021
Q4 | $215K | Buy |
+7,950
| New | +$215K | 0.09% | 237 |
|
|
2020
Q4 | – | Sell |
-7,553
| Closed | -$139K | – | 753 |
|
|
2020
Q3 | $139K | Buy |
+7,553
| New | +$139K | 0.08% | 204 |
|