9258 Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $335K | Sell |
21,259
-671
| -3% | -$10.6K | 0.05% | 259 |
|
|
2024
Q2 | $327K | Hold |
21,930
| – | – | 0.05% | 251 |
|
|
2024
Q1 | $314K | Sell |
21,930
-249
| -1% | -$3.57K | 0.05% | 266 |
|
|
2023
Q4 | $284K | Sell |
22,179
-1,201
| -5% | -$15.4K | 0.05% | 263 |
|
|
2023
Q3 | $346K | Buy |
23,380
+201
| +0.9% | +$2.97K | 0.07% | 225 |
|
|
2023
Q2 | $369K | Sell |
23,179
-1
| -0% | -$16 | 0.07% | 227 |
|
|
2023
Q1 | $375K | Hold |
23,180
| – | – | 0.08% | 221 |
|
|
2022
Q4 | $353K | Sell |
23,180
-141
| -0.6% | -$2.15K | 0.08% | 221 |
|
|
2022
Q3 | $358K | Sell |
23,321
-1,632
| -7% | -$25.1K | 0.09% | 212 |
|
|
2022
Q2 | $401K | Buy |
24,953
+90
| +0.4% | +$1.45K | 0.1% | 205 |
|
|
2022
Q1 | $473K | Buy |
24,863
+265
| +1% | +$5.04K | 0.11% | 197 |
|
|
2021
Q4 | $451K | Buy |
+24,598
| New | +$451K | 0.1% | 210 |
|