HBW
Hazlett, Burt & Watson’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Buy |
1,355
+80
| +6% | +$1.18K | 0.01% | 499 |
|
|
2025
Q1 | $20K | Buy |
1,275
+960
| +305% | +$15.1K | 0.01% | 490 |
|
|
2024
Q4 | $5K | Hold |
315
| – | – | ﹤0.01% | 617 |
|
|
2024
Q3 | $5K | Hold |
315
| – | – | ﹤0.01% | 599 |
|
|
2024
Q2 | $5K | Hold |
315
| – | – | ﹤0.01% | 589 |
|
|
2024
Q1 | $5K | Hold |
315
| – | – | ﹤0.01% | 583 |
|
|
2023
Q4 | $4K | Hold |
315
| – | – | ﹤0.01% | 572 |
|
|
2023
Q3 | $5K | Hold |
315
| – | – | ﹤0.01% | 562 |
|
|
2023
Q2 | $5K | Buy |
+315
| New | +$5K | ﹤0.01% | 555 |
|
|
2023
Q1 | – | Sell |
-570
| Closed | -$9K | – | 646 |
|
|
2022
Q4 | $9K | Hold |
570
| – | – | 0.01% | 467 |
|
|
2022
Q3 | $9K | Buy |
+570
| New | +$9K | 0.01% | 461 |
|