Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,103
| Closed | -$247K | – | 457 |
|
|
2024
Q3 | $247K | Sell |
10,103
-1,409
| -12% | -$34.5K | 0.03% | 370 |
|
|
2024
Q2 | $261K | Buy |
11,512
+390
| +4% | +$8.86K | 0.04% | 327 |
|
|
2024
Q1 | $256K | Buy |
11,122
+623
| +6% | +$14.3K | 0.04% | 347 |
|
|
2023
Q4 | $227K | Buy |
10,499
+252
| +2% | +$5.45K | 0.04% | 353 |
|
|
2023
Q3 | $199K | Buy |
10,247
+383
| +4% | +$7.45K | 0.03% | 372 |
|
|
2023
Q2 | $208K | Buy |
+9,864
| New | +$208K | 0.03% | 372 |
|