Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-700
| Closed | -$15K | – | 415 |
|
|
2015
Q2 | $15K | Hold |
700
| – | – | 0.01% | 243 |
|
|
2015
Q1 | $15K | Hold |
700
| – | – | 0.01% | 242 |
|
|
2014
Q4 | $15K | Hold |
700
| – | – | 0.01% | 239 |
|
|
2014
Q3 | $15K | Sell |
700
-700
| -50% | -$15K | 0.01% | 247 |
|
|
2014
Q2 | $31K | Sell |
1,400
-76
| -5% | -$1.68K | 0.03% | 199 |
|
|
2014
Q1 | $31K | Buy |
+1,476
| New | +$31K | 0.03% | 212 |
|