CWM
Collaborative Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,532
| Closed | -$312K | – | 167 |
|
|
2022
Q4 | $312K | Hold |
20,532
| – | – | 0.21% | 123 |
|
|
2022
Q3 | $315K | Hold |
20,532
| – | – | 0.22% | 121 |
|
|
2022
Q2 | $330K | Buy |
+20,532
| New | +$330K | 0.22% | 124 |
|
|
2021
Q4 | $376K | Buy |
+20,532
| New | +$376K | 0.21% | 137 |
|
|
2021
Q1 | $390K | Buy |
+20,532
| New | +$390K | 0.22% | 130 |
|