Global Retirement Partners’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 | $216K | Buy |
+14,510
| New | +$216K | 0.01% | 1052 |
|
|
2024
Q4 | $65.1K | Buy |
4,265
+509
| +14% | +$7.77K | ﹤0.01% | 1494 |
|
|
2024
Q3 | $59.2K | Sell |
3,756
-80
| -2% | -$1.26K | ﹤0.01% | 1487 |
|
|
2024
Q2 | $57.2K | Sell |
3,836
-38
| -1% | -$567 | ﹤0.01% | 1461 |
|
|
2024
Q1 | $55.5K | Buy |
3,874
+38
| +1% | +$544 | ﹤0.01% | 1368 |
|
|
2023
Q4 | $51K | Buy |
3,836
+313
| +9% | +$4.16K | ﹤0.01% | 1362 |
|
|
2023
Q3 | $49.6K | Buy |
3,523
+50
| +1% | +$704 | ﹤0.01% | 1277 |
|
|
2023
Q2 | $55.2K | Sell |
3,473
-2,598
| -43% | -$41.3K | ﹤0.01% | 1219 |
|
|
2023
Q1 | $98.5K | Sell |
6,071
-1,802
| -23% | -$29.2K | 0.01% | 922 |
|
|
2022
Q4 | $120K | Buy |
7,873
+10
| +0.1% | +$152 | 0.01% | 757 |
|
|
2022
Q3 | $122K | Sell |
7,863
-482
| -6% | -$7.48K | 0.01% | 708 |
|
|
2022
Q2 | $134K | Sell |
8,345
-2,160
| -21% | -$34.7K | 0.01% | 658 |
|
|
2022
Q1 | $179K | Buy |
+10,505
| New | +$179K | 0.01% | 581 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$8K | – | 855 |
|
|
2021
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 1480 |
|
|
2021
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 1393 |
|
|
2021
Q1 | $8K | Hold |
400
| – | – | ﹤0.01% | 1344 |
|
|
2020
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 1313 |
|
|
2020
Q3 | $7K | Hold |
400
| – | – | ﹤0.01% | 1236 |
|
|
2020
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 1200 |
|
|
2020
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 1167 |
|
|
2019
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 1239 |
|
|
2019
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q2 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 1163 |
|