A detailed history of Bergan Kdv Wealth Management, LLC transactions in Gabelli Equity Trust Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 623,338 shares of GAB stock, worth $3.38 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
623,338
Previous 622,514 0.13%
Holding current value
$3.38 Million
Previous $3.57 Million 1.18%
% of portfolio
0.36%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

BUY
$5.33 - $5.8 $4,391 - $4,779
824 Added 0.13%
623,338 $3.62 Million
Q3 2021

Nov 12, 2021

SELL
$6.52 - $7.07 $708,724 - $768,509
-108,700 Reduced 14.87%
622,514 $4.14 Million
Q2 2021

Aug 10, 2021

BUY
$6.67 - $7.54 $4.88 Million - $5.51 Million
731,214 New
731,214 $5.05 Million
Q1 2018

May 03, 2018

SELL
$6.01 - $6.64 $102,710 - $113,477
-17,090 Closed
0 $0
Q3 2017

Oct 18, 2017

BUY
$6.08 - $6.45 $103,907 - $110,230
17,090
17,090 $111,000

Others Institutions Holding GAB

About GABELLI EQUITY TRUST INC


  • Ticker GAB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • The Gabelli Equity Trust Inc. is a closed ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in preferred stock, convertible or exchangeable ...
More about GAB
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