Spire Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Hold |
408
| – | – | ﹤0.01% | 1703 |
|
|
2025
Q1 | $9.85K | Hold |
408
| – | – | ﹤0.01% | 1837 |
|
|
2024
Q4 | $9.85K | Hold |
408
| – | – | ﹤0.01% | 1836 |
|
|
2024
Q3 | $9.98K | Hold |
408
| – | – | ﹤0.01% | 1633 |
|
|
2024
Q2 | $9.27K | Sell |
408
-9,122
| -96% | -$207K | ﹤0.01% | 1659 |
|
|
2024
Q1 | $219K | Sell |
9,530
-588
| -6% | -$13.5K | ﹤0.01% | 743 |
|
|
2023
Q4 | $214K | Hold |
10,118
| – | – | 0.01% | 743 |
|
|
2023
Q3 | $197K | Hold |
10,118
| – | – | 0.01% | 715 |
|
|
2023
Q2 | $214K | Hold |
10,118
| – | – | 0.01% | 701 |
|
|
2023
Q1 | $210K | Buy |
10,118
+1,150
| +13% | +$23.9K | 0.01% | 711 |
|
|
2022
Q4 | $185K | Buy |
8,968
+3,860
| +76% | +$79.6K | 0.01% | 573 |
|
|
2022
Q3 | $96K | Sell |
5,108
-1,600
| -24% | -$30.1K | 0.01% | 721 |
|
|
2022
Q2 | $137K | Hold |
6,708
| – | – | 0.01% | 905 |
|
|
2022
Q1 | $165K | Sell |
6,708
-13,930
| -67% | -$343K | ﹤0.01% | 964 |
|
|
2021
Q4 | $557K | Buy |
20,638
+13,930
| +208% | +$376K | 0.01% | 661 |
|
|
2021
Q3 | $173K | Hold |
6,708
| – | – | ﹤0.01% | 977 |
|
|
2021
Q2 | $176K | Sell |
6,708
-13,930
| -67% | -$365K | ﹤0.01% | 975 |
|
|
2021
Q1 | $494K | Buy |
+20,638
| New | +$494K | 0.01% | 672 |
|