WealthPlan 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
2023 Q1	–	Sell	-57,219	Closed	-$1.26M	–	483
2022 Q4	$1.26M	Buy	57,219 +5,408	+10%	+$119K	0.09%	163
2022 Q3	$1.1M	Buy	+51,811	New	+$1.1M	0.08%	158