Private Wealth Advisors (California)’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
Q2 | $245K | Buy |
9,412
+140
| +2% | +$3.64K | 0.09% | 74 |
|
|
2025
Q1 | $224K | Buy |
9,272
+134
| +1% | +$3.23K | 0.08% | 77 |
|
|
2024
Q4 | $221K | Buy |
9,138
+107
| +1% | +$2.58K | 0.09% | 75 |
|
|
2024
Q3 | $219K | Buy |
9,031
+107
| +1% | +$2.59K | 0.08% | 73 |
|
|
2024
Q2 | $202K | Buy |
8,924
+112
| +1% | +$2.54K | 0.08% | 74 |
|
|
2024
Q1 | $203K | Buy |
+8,812
| New | +$203K | 0.08% | 73 |
|
|
2022
Q1 | – | Sell |
-7,781
| Closed | -$210K | – | 83 |
|
|
2021
Q4 | $210K | Buy |
7,781
+27
| +0.3% | +$729 | 0.04% | 71 |
|
|
2021
Q3 | $204K | Buy |
7,754
+133
| +2% | +$3.5K | 0.05% | 87 |
|
|
2021
Q2 | $201K | Buy |
+7,621
| New | +$201K | 0.06% | 86 |
|