CSPIA
GUG

Cary Street Partners Investment Advisory’s Guggenheim Active Allocation Fund GUG Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio GUG Stock Details GUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-250
Closed -$3.36K – 1701
2022
Q4 		$3.36K Buy
+250
New +$3.36K ﹤0.01% 1412