EWM
Empirical Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
14,539
| – | – | ﹤0.01% | 622 |
|
|
2025
Q1 | $226K | Hold |
14,539
| – | – | 0.01% | 574 |
|
|
2024
Q4 | $222K | Hold |
14,539
| – | – | 0.01% | 552 |
|
|
2024
Q3 | $229K | Hold |
14,539
| – | – | 0.01% | 509 |
|
|
2024
Q2 | $217K | Hold |
14,539
| – | – | 0.01% | 518 |
|
|
2024
Q1 | $208K | Hold |
14,539
| – | – | 0.01% | 504 |
|
|
2023
Q4 | $186K | Hold |
14,539
| – | – | 0.01% | 480 |
|
|
2023
Q3 | $215K | Buy |
+14,539
| New | +$215K | 0.01% | 433 |
|