Corient Private Wealth
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Corient Private Wealth’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Corient Private Wealth’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18,384
Closed -$272K – 2281
2023
Q3 		$272K Buy
18,384
+6,545
+55% +$96.8K ﹤0.01% 1784
2023
Q2 		$188K Sell
11,839
-5,408
-31% -$86K ﹤0.01% 1875
2023
Q1 		$279K Buy
17,247
+398
+2% +$6.44K ﹤0.01% 1635
2022
Q4 		$256K Buy
+16,849
New +$256K ﹤0.01% 1389