Mark Sheptoff Financial Planning’s GDL Fund GDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Hold |
2,000
| – | – | 0.01% | 286 |
|
|
2025
Q1 | $16.5K | Hold |
2,000
| – | – | 0.01% | 263 |
|
|
2024
Q4 | $16K | Hold |
2,000
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $16.3K | Hold |
2,000
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $15.7K | Hold |
2,000
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $15.9K | Hold |
2,000
| – | – | 0.01% | 258 |
|
|
2023
Q4 | $16.1K | Hold |
2,000
| – | – | 0.01% | 242 |
|
|
2023
Q3 | $15.5K | Hold |
2,000
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $15.7K | Hold |
2,000
| – | – | 0.01% | 245 |
|
|
2023
Q1 | $15.7K | Sell |
2,000
-1,000
| -33% | -$7.85K | 0.01% | 230 |
|
|
2022
Q4 | $23.5K | Hold |
3,000
| – | – | 0.01% | 208 |
|
|
2022
Q3 | $24K | Hold |
3,000
| – | – | 0.01% | 191 |
|
|
2022
Q2 | $25K | Hold |
3,000
| – | – | 0.01% | 204 |
|
|
2022
Q1 | $26K | Hold |
3,000
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $27K | Hold |
3,000
| – | – | 0.01% | 226 |
|
|
2021
Q3 | $27K | Sell |
3,000
-1,000
| -25% | -$9K | 0.01% | 222 |
|
|
2021
Q2 | $36K | Hold |
4,000
| – | – | 0.02% | 218 |
|
|
2021
Q1 | $36K | Buy |
4,000
+3,000
| +300% | +$27K | 0.02% | 191 |
|
|
2020
Q4 | $9K | Hold |
1,000
| – | – | 0.01% | 275 |
|
|
2020
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 244 |
|
|
2020
Q2 | $8K | Buy |
+1,000
| New | +$8K | 0.01% | 269 |
|