Morton Capital Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$374K Sell
2025
Q2
$368K Buy
2025
Q1
$341K Hold
2024
Q4
$341K Hold
2024
Q3
$345K Sell
2024
Q2
$330K Sell
2024
Q1
$342K Hold
2023
Q4
$322K Sell
2023
Q3
$298K Hold
2023
Q2
$324K Sell
2023
Q1
$321K Hold
2022
Q4
$318K Hold
2022
Q3
$289K Hold
2022
Q2
$316K Hold
2022
Q1
$381K Hold
2021
Q4
$417K Buy