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Mine & Arao Wealth Creation & Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Mine & Arao Wealth Creation & Management’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,000
Closed -$38.9K – 321
2023
Q3 		$38.9K Hold
2,000
– – 0.02% 145
2023
Q2 		$42.3K Sell
2,000
-21
-1% -$433 0.02% 149
2023
Q1 		$42K Hold
2,021
– – 0.03% 152
2022
Q4 		$41.7K Buy
+2,021
New +$41.4K 0.03% 146
2022
Q3 		– Sell
-2,011
Closed -$41K – 336
2022
Q2 		$41K Buy
2,011
+11
+0.6% +$244 0.03% 144
2022
Q1 		$49K Hold
2,000
– – 0.03% 143
2021
Q4 		$54K Hold
2,000
– – 0.03% 144
2021
Q3 		$52K Hold
2,000
– – 0.03% 142
2021
Q2 		$53K Hold
2,000
– – 0.03% 144
2021
Q1 		$48K Hold
2,000
– – 0.03% 141
2020
Q4 		$43K Hold
2,000
– – 0.03% 135
2020
Q3 		$37K Buy
+2,000
New +$37.2K 0.03% 132

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return