Gilliland Jeter 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $660K | Buy |
25,383
+301
| +1% | +$7.83K | 0.22% | 97 |
|
2025
Q1 | $605K | Buy |
25,082
+299
| +1% | +$7.22K | 0.21% | 98 |
|
2024
Q4 | $599K | Buy |
24,783
+235
| +1% | +$5.68K | 0.2% | 96 |
|
2024
Q3 | $600K | Buy |
24,548
+2,437
| +11% | +$59.6K | 0.19% | 100 |
|
2024
Q2 | $502K | Sell |
22,111
-1,303
| -6% | -$29.6K | 0.17% | 109 |
|
2024
Q1 | $538K | Buy |
23,414
+126
| +0.5% | +$2.9K | 0.19% | 110 |
|
2023
Q4 | $504K | Buy |
+23,288
| New | +$504K | 0.21% | 105 |
|