Blue Bell Private Wealth Management’s Gugnheim Eql Wght Enh Eqty In Fd GEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-145,488
| Closed | -$2.38M | – | 268 |
|
|
2016
Q4 | $2.38M | Buy |
145,488
+64,280
| +79% | +$1.05M | 1.45% | 16 |
|
|
2016
Q3 | $1.37M | Sell |
81,208
-1,523
| -2% | -$25.6K | 0.8% | 22 |
|
|
2016
Q2 | $1.37M | Buy |
82,731
+38,864
| +89% | +$642K | 0.88% | 19 |
|
|
2016
Q1 | $708K | Buy |
43,867
+19,639
| +81% | +$317K | 0.48% | 37 |
|
|
2015
Q4 | $396K | Buy |
+24,228
| New | +$396K | 0.27% | 65 |
|
|
2014
Q4 | – | Sell |
-1,880
| Closed | -$37K | – | 454 |
|
|
2014
Q3 | $37K | Sell |
1,880
-4,012
| -68% | -$79K | 0.02% | 269 |
|
|
2014
Q2 | $118K | Buy |
5,892
+5,392
| +1,078% | +$108K | 0.07% | 135 |
|
|
2014
Q1 | $9K | Sell |
500
-1,500
| -75% | -$27K | 0.01% | 341 |
|
|
2013
Q4 | $38K | Buy |
+2,000
| New | +$38K | 0.03% | 225 |
|