FSA Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.6K | Hold |
4,676
| – | – | 0.03% | 121 |
|
|
2025
Q1 | $72.8K | Hold |
4,676
| – | – | 0.03% | 111 |
|
|
2024
Q4 | $71.4K | Hold |
4,676
| – | – | 0.03% | 113 |
|
|
2024
Q3 | $73.7K | Buy |
+4,676
| New | +$73.7K | 0.03% | 121 |
|
|
2024
Q1 | $67K | Buy |
4,676
+181
| +4% | +$2.59K | 0.03% | 118 |
|
|
2023
Q4 | $58K | Buy |
+4,495
| New | +$58K | 0.03% | 126 |
|
|
2022
Q4 | – | Sell |
-11,008
| Closed | -$169K | – | 54 |
|
|
2022
Q3 | $169K | Buy |
+11,008
| New | +$169K | 0.12% | 46 |
|
|
2022
Q2 | – | Sell |
-10,843
| Closed | -$199K | – | 32 |
|
|
2022
Q1 | $199K | Hold |
10,843
| – | – | 0.12% | 47 |
|
|
2021
Q4 | $199K | Buy |
+10,843
| New | +$199K | 0.12% | 47 |
|