Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $90K | Hold |
5,100
| – | – | 0.04% | 160 |
|
|
2014
Q3 | $99K | Hold |
5,100
| – | – | 0.04% | 154 |
|
|
2014
Q2 | $98K | Hold |
5,100
| – | – | 0.04% | 161 |
|
|
2014
Q1 | $95K | Hold |
5,100
| – | – | 0.05% | 157 |
|
|
2013
Q4 | $94K | Hold |
5,100
| – | – | 0.05% | 141 |
|
|
2013
Q3 | $91K | Buy |
5,100
+1,300
| +34% | +$23.2K | 0.06% | 145 |
|
|
2013
Q2 | $67K | Buy |
+3,800
| New | +$67K | 0.04% | 159 |
|