B. Riley Wealth Management’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-845
| Closed | -$18K | – | 842 |
|
|
2015
Q2 | $18K | Hold |
845
| – | – | 0.01% | 632 |
|
|
2015
Q1 | $19K | Hold |
845
| – | – | 0.01% | 624 |
|
|
2014
Q4 | $18K | Hold |
845
| – | – | 0.01% | 613 |
|
|
2014
Q3 | $20K | Hold |
845
| – | – | 0.01% | 606 |
|
|
2014
Q2 | $20K | Hold |
845
| – | – | 0.01% | 668 |
|
|
2014
Q1 | $20K | Buy |
+845
| New | +$20K | 0.01% | 639 |
|