B. Riley Wealth Management’s Guggenheim Enhncd Eqty Strtgy Fd GGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$16K | – | 958 |
|
|
2015
Q2 | $16K | Hold |
1,000
| – | – | 0.01% | 661 |
|
|
2015
Q1 | $17K | Hold |
1,000
| – | – | 0.01% | 654 |
|
|
2014
Q4 | $17K | Hold |
1,000
| – | – | 0.01% | 635 |
|
|
2014
Q3 | $19K | Hold |
1,000
| – | – | 0.01% | 623 |
|
|
2014
Q2 | $19K | Hold |
1,000
| – | – | 0.01% | 678 |
|
|
2014
Q1 | $19K | Buy |
+1,000
| New | +$19K | 0.01% | 647 |
|