Creative Planning’s Guggenheim Enhncd Eqty Strtgy Fd GGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-60
| Closed | -$1K | – | 4866 |
|
|
2016
Q4 | $1K | Sell |
60
-480
| -89% | -$8K | ﹤0.01% | 4390 |
|
|
2016
Q3 | $9K | Buy |
540
+480
| +800% | +$8K | ﹤0.01% | 3546 |
|
|
2016
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 4148 |
|
|
2016
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 4122 |
|
|
2015
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 4197 |
|
|
2014
Q2 | – | Sell |
-174
| Closed | -$3K | – | 3922 |
|
|
2014
Q1 | $3K | Sell |
174
-726
| -81% | -$12.5K | ﹤0.01% | 3222 |
|
|
2013
Q4 | $17K | Buy |
+900
| New | +$17K | ﹤0.01% | 2300 |
|