Arkadios Wealth Advisors’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,206
Closed -$11K 1977
2021
Q3
$11K Sell
1,206
-3,649
-75% -$33.5K ﹤0.01% 1425
2021
Q2
$41K Buy
4,855
+4,266
+724% +$35.3K 0.01% 995
2021
Q1
$4K Sell
589
-135
-19% -$922 ﹤0.01% 1445
2020
Q4
$4K Buy
+724
New +$4.37K ﹤0.01% 1184

Other funds holding GPM

Arkadios Wealth Advisors's GPM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 1,206 shares — an estimated $11K sold.

Arkadios Wealth Advisors first reported a position in GPM in Q4 2020 and held it in 4 quarters. The position peaked at $41K in Q2 2021. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,206 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $11K.
  • Arkadios Wealth Advisors first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Guggenheim Enhanced Equity Income Fund position peaked at $41K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.