Financial Perspectives’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Financial Perspectives’s Portfolio GPM Stock Details GPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-68	Closed	-$631	–	684
2021 Q3	$631	Hold	68	–	–	﹤0.01%	624
2021 Q2	$585	Hold	68	–	–	﹤0.01%	640
2021 Q1	$490	Hold	68	–	–	﹤0.01%	612
2020 Q4	$445	Hold	68	–	–	﹤0.01%	584
2020 Q3	$371	Hold	68	–	–	﹤0.01%	546
2020 Q2	$369	Hold	68	–	–	﹤0.01%	533
2020 Q1	$336	Hold	68	–	–	﹤0.01%	512
2019 Q4	$548	Buy	+68	New	+$538	﹤0.01%	496

Other funds holding GPM

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Financial Perspectives's GPM Position: Q4 2021 in Review

Financial Perspectives sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 68 shares — an estimated $631 sold.

Financial Perspectives first reported a position in GPM in Q4 2019 and held it in 8 quarters. The position peaked at $631 in Q3 2021. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.

Financial Perspectives reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Financial Perspectives sold 68 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $631.
Financial Perspectives first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2019 and held it in 8 quarters.
Financial Perspectives's Guggenheim Enhanced Equity Income Fund position peaked at $631 in Q3 2021.
1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.

Based on Financial Perspectives's 13F filing for Q4 2021, filed 10 Jan 2024.