Carson Wealth (CWM LLC)’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
Q1 | – | Sell |
-148
| Closed | -$2K | – | 4149 |
|
|
2022
Q4 | $2K | Buy |
+148
| New | +$2K | ﹤0.01% | 3546 |
|
|
2022
Q3 | – | Sell |
-386
| Closed | -$6K | – | 3998 |
|
|
2022
Q2 | $6K | Buy |
+386
| New | +$6K | ﹤0.01% | 2882 |
|
|
2021
Q2 | $11K | Hold |
487
| – | – | ﹤0.01% | 2049 |
|
|
2021
Q1 | $11K | Hold |
487
| – | – | ﹤0.01% | 2049 |
|
|
2020
Q4 | $11K | Hold |
487
| – | – | ﹤0.01% | 2049 |
|
|
2020
Q3 | $11K | Hold |
487
| – | – | ﹤0.01% | 2049 |
|
|
2020
Q2 | $11K | Hold |
487
| – | – | ﹤0.01% | 2049 |
|
|
2020
Q1 | $11K | Hold |
487
| – | – | ﹤0.01% | 2049 |
|
|
2019
Q4 | $11K | Hold |
487
| – | – | ﹤0.01% | 2049 |
|
|
2019
Q3 | $11K | Hold |
487
| – | – | ﹤0.01% | 2049 |
|
|
2019
Q2 | $11K | Hold |
487
| – | – | ﹤0.01% | 2049 |
|
|
2019
Q1 | $11K | Buy |
+487
| New | +$11K | ﹤0.01% | 2049 |
|