MWM
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Mission Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Mission Wealth Management’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$299K Hold
11,500
– – 0.01% 555
2025
Q1 		$277K Hold
11,500
– – 0.01% 540
2024
Q4 		$278K Hold
11,500
– – 0.01% 534
2024
Q3 		$281K Buy
+11,500
New +$281K 0.01% 531