Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-216
| Closed | -$5.22K | – | 861 |
|
|
2024
Q4 | $5.22K | Buy |
+216
| New | +$5.22K | ﹤0.01% | 682 |
|
|
2018
Q4 | – | Sell |
-1,850
| Closed | -$44K | – | 916 |
|
|
2018
Q3 | $44K | Hold |
1,850
| – | – | 0.01% | 324 |
|
|
2018
Q2 | $42K | Hold |
1,850
| – | – | 0.02% | 362 |
|
|
2018
Q1 | $41K | Hold |
1,850
| – | – | 0.02% | 382 |
|
|
2017
Q4 | $43K | Hold |
1,850
| – | – | 0.02% | 375 |
|
|
2017
Q3 | $41K | Hold |
1,850
| – | – | 0.02% | 348 |
|
|
2017
Q2 | $40K | Buy |
+1,850
| New | +$40K | 0.03% | 359 |
|
|
2016
Q1 | – | Sell |
-5,000
| Closed | -$92K | – | 922 |
|
|
2015
Q4 | $92K | Hold |
5,000
| – | – | 0.07% | 201 |
|
|
2015
Q3 | $88K | Hold |
5,000
| – | – | 0.07% | 192 |
|
|
2015
Q2 | $104K | Hold |
5,000
| – | – | 0.07% | 183 |
|
|
2015
Q1 | $106K | Hold |
5,000
| – | – | 0.07% | 180 |
|
|
2014
Q4 | $108K | Hold |
5,000
| – | – | 0.08% | 177 |
|
|
2014
Q3 | $106K | Hold |
5,000
| – | – | 0.09% | 162 |
|
|
2014
Q2 | $109K | Buy |
+5,000
| New | +$109K | 0.1% | 138 |
|