High Net Worth Advisory Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,622
Closed -$101K 350
2022
Q4
$101K Buy
6,622
+62
+0.9% +$944 0.04% 242
2022
Q3
$101K Buy
6,560
+57
+0.9% +$878 0.04% 238
2022
Q2
$105K Buy
6,503
+52
+0.8% +$840 0.04% 233
2022
Q1
$123K Buy
6,451
+48
+0.7% +$915 0.04% 227
2021
Q4
$117K Buy
+6,403
New +$117K 0.04% 231