Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$14K | – | 825 |
|
|
2021
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 524 |
|
|
2021
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 489 |
|
|
2021
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 489 |
|
|
2021
Q1 | $12K | Sell |
500
-500
| -50% | -$12K | ﹤0.01% | 484 |
|
|
2020
Q4 | $21K | Buy |
+1,000
| New | +$21K | ﹤0.01% | 408 |
|