Doliver Advisors’s Gugnheim Eql Wght Enh Eqty In Fd GEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
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|
2016
Q2 | $263K | Sell |
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|
2016
Q1 | $313K | Buy |
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|
2015
Q4 | $186K | Sell |
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|
2015
Q3 | $222K | Sell |
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|
2015
Q2 | $329K | Sell |
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|
2015
Q1 | $382K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $684K | Sell |
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|
2013
Q4 | $741K | Buy |
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|
2013
Q3 | $625K | Buy |
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|
2013
Q2 | $519K | Buy |
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