OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,650
| Closed | -$87K | – | 1176 |
|
|
2018
Q3 | $87K | Hold |
3,650
| – | – | 0.02% | 296 |
|
|
2018
Q2 | $82K | Hold |
3,650
| – | – | 0.02% | 371 |
|
|
2018
Q1 | $81K | Hold |
3,650
| – | – | 0.02% | 392 |
|
|
2017
Q4 | $85K | Buy |
3,650
+1,750
| +92% | +$40.8K | 0.01% | 381 |
|
|
2017
Q3 | $43K | Buy |
+1,900
| New | +$43K | 0.02% | 422 |
|