IFP Advisors’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5212 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5014 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4832 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4589 |
|
|
2020
Q3 | – | Sell |
-570
| Closed | -$6K | – | 4382 |
|
|
2020
Q2 | $6K | Buy |
+570
| New | +$6K | ﹤0.01% | 2036 |
|
|
2019
Q1 | $9K | Sell |
164
-1,586
| -91% | -$87K | ﹤0.01% | 1684 |
|
|
2018
Q4 | $82K | Hold |
1,750
| – | – | 0.01% | 1304 |
|
|
2018
Q3 | $113K | Buy |
1,750
+1,429
| +445% | +$92.3K | ﹤0.01% | 1396 |
|
|
2018
Q2 | $20K | Buy |
321
+157
| +96% | +$9.78K | ﹤0.01% | 2451 |
|
|
2018
Q1 | $10K | Hold |
164
| – | – | ﹤0.01% | 2812 |
|
|
2017
Q4 | $10K | Hold |
164
| – | – | ﹤0.01% | 2808 |
|
|
2017
Q3 | $11K | Hold |
164
| – | – | ﹤0.01% | 2952 |
|
|
2017
Q2 | $11K | Hold |
164
| – | – | ﹤0.01% | 2954 |
|
|
2017
Q1 | $12K | Sell |
164
-143
| -47% | -$10.5K | ﹤0.01% | 2808 |
|
|
2016
Q4 | $21K | Buy |
307
+143
| +87% | +$9.78K | ﹤0.01% | 2424 |
|
|
2016
Q3 | $11K | Hold |
164
| – | – | ﹤0.01% | 2782 |
|
|
2016
Q2 | $11K | Hold |
164
| – | – | ﹤0.01% | 2700 |
|
|
2016
Q1 | $9K | Sell |
164
-14
| -8% | -$768 | ﹤0.01% | 1684 |
|
|
2015
Q4 | $10K | Buy |
+178
| New | +$10K | ﹤0.01% | 2589 |
|