Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21,062
| Closed | -$335K | – | 586 |
|
|
2023
Q2 | $335K | Buy |
+21,062
| New | +$335K | 0.03% | 464 |
|
|
2023
Q1 | – | Sell |
-14,894
| Closed | -$227M | – | 684 |
|
|
2022
Q4 | $227M | Buy |
14,894
+102
| +0.7% | +$1.55M | 0.02% | 531 |
|
|
2022
Q3 | $227K | Buy |
+14,792
| New | +$227K | 0.02% | 489 |
|
|
2022
Q2 | – | Sell |
-10,714
| Closed | -$204K | – | 496 |
|
|
2022
Q1 | $204K | Buy |
10,714
+144
| +1% | +$2.74K | 0.02% | 477 |
|
|
2021
Q4 | $194K | Buy |
+10,570
| New | +$194K | 0.02% | 481 |
|