Institute for Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $524K | Sell |
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|
2025
Q2 | $513K | Hold |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $477K | Hold |
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|
2024
Q3 | $483K | Hold |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $455K | Hold |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $491K | Sell |
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|
2022
Q4 | $498K | Sell |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $498K | Sell |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $667K | Hold |
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|
2021
Q3 | $637K | Hold |
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|
2021
Q2 | $650K | Sell |
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|
2021
Q1 | $594K | Hold |
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|
2020
Q4 | $532K | Sell |
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|
2020
Q3 | $456K | Sell |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $372K | Sell |
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|
2019
Q4 | $603K | Buy |
|
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|
2019
Q3 | $538K | Hold |
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|
2019
Q2 | $542K | Sell |
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|
2019
Q1 | $535K | Sell |
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|
2018
Q4 | $460K | Sell |
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|
2018
Q3 | $617K | Buy |
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|
2018
Q2 | $569K | Hold |
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|
2018
Q1 | $557K | Sell |
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|
2017
Q4 | $595K | Buy |
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|
2017
Q3 | $547K | Hold |
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|
2017
Q2 | $533K | Buy |
|