Level Four Advisory Services’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 | $398K | Buy |
15,320
+1,624
| +12% | +$42.2K | 0.01% | 576 |
|
|
2025
Q1 | $330K | Buy |
13,696
+409
| +3% | +$9.87K | 0.01% | 603 |
|
|
2024
Q4 | $321K | Buy |
13,287
+1,025
| +8% | +$24.8K | 0.01% | 603 |
|
|
2024
Q3 | $295K | Buy |
12,262
+1,105
| +10% | +$26.6K | 0.01% | 635 |
|
|
2024
Q2 | $253K | Buy |
11,157
+244
| +2% | +$5.54K | 0.01% | 660 |
|
|
2024
Q1 | $236K | Hold |
10,913
| – | – | 0.01% | 677 |
|
|
2023
Q4 | $236K | Buy |
+10,913
| New | +$236K | 0.01% | 675 |
|
|
2023
Q3 | – | Sell |
-11,429
| Closed | -$241K | – | 792 |
|
|
2023
Q2 | $241K | Buy |
11,429
+1,510
| +15% | +$31.9K | 0.01% | 681 |
|
|
2023
Q1 | $206K | Sell |
9,919
-40
| -0.4% | -$832 | 0.01% | 693 |
|
|
2022
Q4 | $205K | Buy |
+9,959
| New | +$205K | 0.02% | 611 |
|