B. Riley 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 |
-38,383
| Closed | -$357K | – | 1535 |
|
|
2021
Q3 | $357K | Buy |
38,383
+483
| +1% | +$4.44K | 0.01% | 948 |
|
|
2021
Q2 | $327K | Buy |
37,900
+1,469
| +4% | +$12.2K | 0.01% | 976 |
|
|
2021
Q1 | $263K | Buy |
36,431
+572
| +2% | +$3.91K | 0.01% | 1065 |
|
|
2020
Q4 | $235K | Buy |
35,859
+630
| +2% | +$3.8K | 0.01% | 871 |
|
|
2020
Q3 | $192K | Buy |
35,229
+737
| +2% | +$4.07K | 0.01% | 846 |
|
|
2020
Q2 | $188K | Buy |
34,492
+714
| +2% | +$3.86K | 0.01% | 778 |
|
|
2020
Q1 | $167K | Sell |
33,778
-47,175
| -58% | -$341K | 0.01% | 696 |
|
|
2019
Q4 | $653K | Sell |
80,953
-1,472
| -2% | -$11.7K | 0.06% | 341 |
|
|
2019
Q3 | $643K | Buy |
82,425
+2,438
| +3% | +$19.3K | 0.06% | 327 |
|
|
2019
Q2 | $651K | Sell |
79,987
-6,213
| -7% | -$49.4K | 0.07% | 287 |
|
|
2019
Q1 | $678K | Buy |
+86,200
| New | +$662K | 0.08% | 255 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$9K | – | 2794 |
|
|
2014
Q4 | $9K | Buy |
+1,000
| New | +$8.7K | ﹤0.01% | 2955 |
|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$9.51K | – | 2607 |
|
|
2014
Q2 | $9.51K | Buy |
+1,000
| New | +$9.21K | ﹤0.01% | 1809 |
|
Other funds holding GPM
B. Riley Wealth Advisors's GPM Position: Q4 2021 in Review
B. Riley Wealth Advisors sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 38,383 shares — an estimated $357K sold.
B. Riley Wealth Advisors first reported a position in GPM in Q2 2014 and held it in 13 quarters. The position peaked at $678K in Q1 2019. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.
- B. Riley Wealth Advisors reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
- B. Riley Wealth Advisors sold 38,383 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $357K.
- B. Riley Wealth Advisors first reported a position in Guggenheim Enhanced Equity Income Fund in Q2 2014 and held it in 13 quarters.
- B. Riley Wealth Advisors's Guggenheim Enhanced Equity Income Fund position peaked at $678K in Q1 2019.
- 1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.
Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.