Carlton Hofferkamp & Jenks Wealth Management’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Sell |
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|
2025
Q1 | $156K | Hold |
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|
2024
Q4 | $166K | Sell |
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|
2024
Q3 | $189K | Buy |
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|
2024
Q2 | $190K | Hold |
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|
2024
Q1 | $179K | Sell |
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|
2023
Q4 | $190K | Sell |
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|
2023
Q3 | $178K | Hold |
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|
2023
Q2 | $194K | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $191K | Hold |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $380K | Hold |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $203K | Buy |
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