Reilly 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,962
| Closed | -$202K | – | 1144 |
|
2021
Q3 | $202K | Buy |
+1,962
| New | +$202K | 0.02% | 198 |
|
2015
Q1 | – | Sell |
-250
| Closed | -$5K | – | 1322 |
|
2014
Q4 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 630 |
|
2014
Q3 | – | Sell |
-2,390
| Closed | -$53K | – | 839 |
|
2014
Q2 | $53K | Buy |
+2,390
| New | +$53K | 0.01% | 258 |
|