Summit Financial’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
$1.57M Buy
60,389
+16,720
+38% +$435K 0.04% 335
2025
Q1
$1.05M Buy
43,669
+3,495
+9% +$84.3K 0.03% 365
2024
Q4
$970K Buy
+40,174
New +$970K 0.03% 321