Herold Advisors’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Herold Advisors’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	-5,215	Closed	-$48K	–	711
2021 Q3	$48K	Buy	+5,215	New	+$47.9K	0.02%	383

Other funds holding GPM

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Herold Advisors's GPM Position: Q4 2021 in Review

Herold Advisors sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 5,215 shares — an estimated $48K sold.

Herold Advisors first reported a position in GPM in Q3 2021 and held it in 1 quarter. The position peaked at $48K in Q3 2021. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.

Herold Advisors reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Herold Advisors sold 5,215 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $48K.
Herold Advisors first reported a position in Guggenheim Enhanced Equity Income Fund in Q3 2021 and held it in 1 quarter.
Herold Advisors's Guggenheim Enhanced Equity Income Fund position peaked at $48K in Q3 2021.
1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.