IFP Advisors’s Gugnheim Eql Wght Enh Eqty In Fd GEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,074
| Closed | -$18K | – | 4335 |
|
|
2016
Q4 | $18K | Hold |
1,074
| – | – | ﹤0.01% | 2538 |
|
|
2016
Q3 | $18K | Hold |
1,074
| – | – | ﹤0.01% | 2476 |
|
|
2016
Q2 | $18K | Buy |
+1,074
| New | +$18K | ﹤0.01% | 2416 |
|
|
2016
Q1 | – | Sell |
-1,074
| Closed | -$18K | – | 4515 |
|
|
2015
Q4 | $18K | Buy |
+1,074
| New | +$18K | ﹤0.01% | 2231 |
|