Bard Financial Services’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
Q2 | – | Sell |
-16,895
| Closed | -$273K | – | 322 |
|
|
2023
Q1 | $273K | Hold |
16,895
| – | – | 0.02% | 270 |
|
|
2022
Q4 | $257K | Hold |
16,895
| – | – | 0.02% | 260 |
|
|
2022
Q3 | $260K | Hold |
16,895
| – | – | 0.02% | 249 |
|
|
2022
Q2 | $272K | Hold |
16,895
| – | – | 0.02% | 241 |
|
|
2022
Q1 | $321K | Hold |
16,895
| – | – | 0.03% | 233 |
|
|
2021
Q4 | $310K | Buy |
16,895
+5,615
| +50% | +$103K | 0.03% | 231 |
|
|
2021
Q3 | $216K | Hold |
11,280
| – | – | 0.02% | 251 |
|
|
2021
Q2 | $245K | Hold |
11,280
| – | – | 0.02% | 241 |
|
|
2021
Q1 | $237K | Hold |
11,280
| – | – | 0.02% | 232 |
|
|
2020
Q4 | $219K | Buy |
+11,280
| New | +$219K | 0.02% | 242 |
|