Belpointe Asset Management’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 |
-5,325
| Closed | -$86.1K | – | 1678 |
|
|
2023
Q1 | $86.1K | Sell |
5,325
-250
| -4% | -$4.04K | ﹤0.01% | 1392 |
|
|
2022
Q4 | $84.9K | Sell |
5,575
-3,050
| -35% | -$46.4K | 0.01% | 1333 |
|
|
2022
Q3 | $133K | Buy |
8,625
+2,375
| +38% | +$36.6K | 0.01% | 1014 |
|
|
2022
Q2 | $100K | Buy |
6,250
+50
| +0.8% | +$800 | 0.01% | 1123 |
|
|
2022
Q1 | $118K | Sell |
6,200
-8,600
| -58% | -$164K | 0.01% | 1139 |
|
|
2021
Q4 | $271K | Buy |
14,800
+3,850
| +35% | +$70.5K | 0.02% | 755 |
|
|
2021
Q3 | $210K | Buy |
10,950
+1,000
| +10% | +$19.2K | 0.01% | 833 |
|
|
2021
Q2 | $216K | Buy |
+9,950
| New | +$216K | 0.02% | 809 |
|